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Now, thanks to this change, anyone with charitable intentions can open and benefit from a Donor Advised Fund.

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.

Social Security as it exists today is a failure either way you look at it.

Given the purposeful complexity and limitations to structured products we suggest you avoid them.

Whether you are on the Tax Computation Worksheet or in the Tax Table it helps to understand how your tax is calculated.

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.

Punishing people for inflation is neither fair nor good economic policy.

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.

Just as a fake smile can make real happiness, fake happiness can create real enjoyment.

This was part of an intentional anti-ad campaign that my mother instituted to inoculate her children against the power of Madison Avenue.

Knowledge and emotion can play off each other in ways that cause investing mistakes.

I recommend the NAPFA search tool and suggest you avoid the CFP Board’s search tool until they change how they do their searches.

I think of these four lessons when I refill my soap dispenser.

Safeguard #9 is simply a good reminder.

Investors greatly underestimate the danger of inflation.