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Q&A: Should I Jointly Hold My Donor Advised Fund?
on August 30, 2021
with No Comments
If you jointly decide and execute your charitable giving, then it makes sense to have both partners listed as account holders on the Donor Advised Fund. However, if you have separate charitable intentions and budgets, you can easily set up two different donor advised funds, one for each spouse to use and direct.
VIDEO: Financial Calculator Tutorial for a 5-Year Loan Payment
on August 27, 2021
with No Comments
In this video we are going to compute the first mortgage payment of the 5-year loan used in the article “How to Help Your Children Purchase a Home.”
#TBT Customer Service Lessons from Toddler Parenting
on August 26, 2021
with No Comments
Although emotions do mature with age, many of the things that upset toddlers upset adults too, we just hide it better.
Four Simple But Effective Conversion Target Calculations
on August 24, 2021
with No Comments
Doing some conversion is usually much better than doing no conversion at all. We offer these four simple but effective strategies to calculate a good-enough conversion target for this year.
Review: SavorOne Credit Card by Capital One
on August 23, 2021
with No Comments
Once set up, the extra rewards may be worth the extra effort.
VIDEO: Financial Calculator Tutorial for a 30-Year Mortgage Payment
on August 20, 2021
with No Comments
In this video we are going to compute the first mortgage payment of the 30-year loan used in the article “How to Help Your Children Purchase a Home.”
#TBT How to Fund Your Roth with Babysitting Money
on August 19, 2021
with No Comments
For domestic tasks like babysitting there are often two options: independent contractor or household employee. Taking the time to educate yourself on the difference may be worth your while.
Q&A: Minimum Contribution to Open a Donor Advised Fund at Schwab Charitable?
on August 17, 2021
with No Comments
Now, thanks to this change, anyone with charitable intentions can open and benefit from a Donor Advised Fund.
Account Protection at Schwab
on August 16, 2021
with No Comments
Schwab offers protection by the Securities Investor Protection Corporation (SIPC) and Lloyd’s of London for investment accounts and Federal Deposit Insurance Corporation (FDIC) coverage for deposit accounts.
Systemic Inequality in the Social Security Rules
on August 13, 2021
with No Comments
Social Security as it exists today is a failure either way you look at it.
Don’t Pay The Price of Structured Products Despite Principal Protection
on August 10, 2021
with No Comments
Given the purposeful complexity and limitations to structured products we suggest you avoid them.
How Your Tax Is Calculated: Tax Table and Tax Computation Worksheet
on August 9, 2021
with No Comments
Whether you are on the Tax Computation Worksheet or in the Tax Table it helps to understand how your tax is calculated.
Radio: Elder Abuse Scams
on August 6, 2021
with No Comments
On Tuesday, July 13, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about Elder Abuse Scams and how to protect yourself.
#TBT Taxing Capital Gains Unfairly Taxes Inflation
on August 5, 2021
with No Comments
Punishing people for inflation is neither fair nor good economic policy.
How Roth Conversions Affect Your Contribution Basis
on August 3, 2021
with No Comments
In the eyes of the IRS, Roth conversions are a type of rollover and their part in your Roth IRA’s contribution basis is called a rollover contribution.