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“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.”

Going forward, keep track of all your contributions in a file alongside where you store your tax returns.

We recommend keeping all but the funds needed to pay the annual deductible for your health insurance plan invested in your HSA investment account.

On Tuesday, March 9, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about raising the minimum wage.

If you are still in your 60s, the good news is your decision doesn’t have to be permanent. You actually have two ways in which you can change your benefit amount.

Before you assume that moral licensing such as Fairtrade is the only ethical consumerism, think again. Understanding how such licensing works shows how little good it actually does.

There are two ways to make an HSA contribution. You can contribute by mailing a check or you can link an external checking account.

Our first article posted online is a wonder to behold. This 1998 beauty is written by George Marotta, founder of Marotta Money Management. In the article, he reminds us that, “Anyone of us could design a better system, but 500 congress people cannot resist the pressure groups who want to twist the code to benefit their particular constituencies.” Decades old, this post still rings true today.

Recently, we lowered the duration of our U.S. Bond portfolio and increased the amount which is inflation protected. This article explains the reasons for this change.

For people of all ages, we recommend creating a “my Social Security” account today so that someone else doesn’t create an account for you.

There are many choices for an HSA custodian, but we like to recommend HSA Bank because it allows you to custody funds for investment at TD Ameritrade.

Home bias is the tendency of investors to invest a majority of their assets in companies domiciled in their home country. Recency bias is the tendency for humans to believe that what has happened recently will continue to happen in the future.

While many have been following the domestic returns and recovery, fewer investors know how well foreign investments did this past year.

On Tuesday, May 12, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to discuss government regulations which made it more difficult for the free markets to cope with COVID-19.

The cost of a second home is large. Large enough that it can ruin your retirement plan.