Articles

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.

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.

There are several reasons why you either might not be allowed to contribute the full amount or may accidentally over-contribute to an HSA.

Some investable assets in the name of the child can currently keep $2,300 of unearned income from the tax rate of the parents.

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.

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.

Both are U.S. debt obligations which are adjusted by the Consumer Price Index, but they do so very differently.

Home bias is the tendency of investors to invest a majority of their assets in companies domiciled in their home country.

Regardless of which it is and whether we are in a recession, it is always a good time to have a balanced portfolio.

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.

Protecting you from elder fraud is just one of the many services we can offer as a part of comprehensive financial planning.

This is why we say: We have no secret ingredient at Marotta Wealth Management.

We advocate for billing traditional IRAs to themselves but billing Roth IRAs to a taxable brokerage account. Here is the math of why.

This process works as the people in your contacts list are probably not scammers.

It is important to know the difference between these techniques to make sure you are maximizing your retirement savings.