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.
Marotta Family Story: June Marotta’s KeyBucks
on June 8, 2021
with No Comments
In the speech, she tells the story of how she taught second through sixth graders about democracy, economics, entrepreneurial endeavors, and personal financial planning.
Life Lesson #3: Avoid A Lifestyle of Unconscious Spending and Conscious Saving
on June 7, 2021
with No Comments
Automate your savings. Take manual control of your spending. This is the path to wealth.
Radio: Biden’s Support of Unions
on June 4, 2021
with No Comments
On Tuesday, May 11, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about Biden’s support of unions.
#TBT Three Strategies to Avoid Private Mortgage Insurance
on June 3, 2021
with No Comments
Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.
ABLE Accounts: Tax-Advantaged Savings for People with Disabilities
on June 1, 2021
with No Comments
ABLE accounts offer people with disabilities a new opportunity to save and invest for the future.
NAP Credit Charity Spotlight: The Soho Center
on May 31, 2021
with No Comments
Soho is my Amazon Smile charity recipient, I donate to them generously from my charity budget, and the NAP credits they offer are my favorite way to pay my state taxes.
David John Marotta Honored in Dear Holmes Mystery
on May 28, 2021
with No Comments
David John Marotta was awarded the Featured Detective honor on a recent “Dear Holmes” case.
How to Recontribute Funds to HSA Bank
on May 25, 2021
with No Comments
When you receive reimbursement for an expense you’ve already paid from the HSA, that portion of your HSA distribution is no longer a qualified medical expense and must be recontributed to avoid tax.
2021 Tax Facts
on May 24, 2021
with No Comments
Here is a reference chart with 2021 income tax rates, capital gains rates, retirement contribution limits, and more.
Baby Registry Guide from a Financial Planner
on May 21, 2021
with No Comments
There are many questions that first time moms ask their veteran friends. Among the top list is, what do you really need to care for a baby?
#TBT What Is The Alternative To An Annuity?
on May 20, 2021
with No Comments
It is always a good time to be reminded that an immediate fixed annuity is not an investment; it is an insurance product. This 2015 article by David John Marotta is a methodical unraveling of annuities and a description of the far superior alternatives.
Save the 1099-R from Your Roth Rollovers
on May 18, 2021
with No Comments
It is easiest to simply save your 1099-R and its numbers with your record of all your Roth IRA contributions.
How to Set Beneficiaries on Your HSA with HSA Bank
on May 17, 2021
with No Comments
When an HSA is left to a non-spouse, the account stops being an HSA.
Radio: Eliminate the Corporate Tax
on May 14, 2021
with No Comments
On Tuesday, April 13, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to discuss corporate tax rates.
#TBT Best Practices for Trusts, Foundations, and Endowments
on May 13, 2021
with No Comments
“If you have been asked to serve as a board member or trustee for a non-profit organization, feeling honored is a natural response but a terrible reason for saying yes to the job. Your role as committee member, board member, or trustee will likely designate you as a fiduciary, a role with specific legal responsibilities.”