We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
#TBT Sage Advice After Stock Market Drop
on September 8, 2022
with No Comments
Old financial news read with 20-20 hindsight helps remind us that this is what markets do.
What To Do With Missing Cost Basis
on September 6, 2022
with No Comments
If you have cost basis information missing in a taxable account, it is important to work with your custodian on correcting the missing information.
How to Spend: Buy More (Podcast)
on September 2, 2022
with No Comments
In this two-part mini-series, we discuss the two sides of learning how to shop more effectively. This time, we discussed how to buy more value by being aware of where you are spending money.
Review: eBay Mastercard Credit Card
on September 1, 2022
with No Comments
Although this card is an easy way to pay 3% less for an eBay purchase, I won’t be adding it to my wallet since that is its only use.
Q&A: Roth Conversion When Traditional IRA is 90% of Net Worth?
on August 30, 2022
with No Comments
Because so much of your net worth is in traditional IRA, how quickly you expect to withdraw from your retirement account assets will heavily influence how quickly or slowly the math would advise that you convert.
How to Correct Excess Contributions at HSA Bank
on August 26, 2022
with No Comments
There are several reasons why you either might not be allowed to contribute the full amount or may accidentally over-contribute to an HSA.
How the Kiddie Tax is Calculated
on August 23, 2022
with No Comments
Some investable assets in the name of the child can currently keep $2,300 of unearned income from the tax rate of the parents.
How to Spend: Spend Less (Podcast)
on August 19, 2022
with No Comments
In this two-part mini-series, we discuss the two sides of learning how to shop more effectively. This week, we talk about how to spend less money.
Why I-Bonds May Not Be As Great As They Seem
on August 16, 2022
with No Comments
If you’re thinking about buying an I Bond, make sure it fits properly into your financial plan, and you aren’t just chasing the high interest rate.
I Bonds vs. TIPS: What is the Difference?
on August 12, 2022
with No Comments
Both are U.S. debt obligations which are adjusted by the Consumer Price Index, but they do so very differently.
Home Bias or Foreign Bond Funds?
on August 9, 2022
with No Comments
Home bias is the tendency of investors to invest a majority of their assets in companies domiciled in their home country.
Are Recessions a Real Thing?
on August 5, 2022
with No Comments
Regardless of which it is and whether we are in a recession, it is always a good time to have a balanced portfolio.
Radio: Dangers of Seeking Utopia
on August 4, 2022
with No Comments
On Tuesday, April 12, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about dangers of seeking utopia and the sinfulness of humanity.
Avoid the Publishers Clearing House Scam
on August 2, 2022
with No Comments
Protecting you from elder fraud is just one of the many services we can offer as a part of comprehensive financial planning.
Q&A: Why Do You Have So Many Links In Your Articles?
on July 29, 2022
with No Comments
This is why we say: We have no secret ingredient at Marotta Wealth Management.