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To help you get a good financial start as parents, here’s a financial checklist for new parents.

In Publication 590B, the IRS gives an example to demonstrate how Roth distribution ordering works.

The culture of many commission-based firms makes it a poor environment both for employees and clients. Don’t take a chance with your retirement.

The 2021 tax credit is worth $3,600 for children under age 6 and $3,000 for those under age 18. These rules apply to tax year 2021 only.

In Publication 590B, the IRS gives an example to demonstrate how Roth contribution basis works in a Roth IRA.

This 2016 article reminds us that, “Unless you are certain that are going to die young, there is no good reason to risk starting Social Security at age 62.”

In the speech, she tells the story of how she taught second through sixth graders about democracy, economics, entrepreneurial endeavors, and personal financial planning.

Automate your savings. Take manual control of your spending. This is the path to wealth.

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.

ABLE accounts offer people with disabilities a new opportunity to save and invest for the future.

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 was awarded the Featured Detective honor on a recent “Dear Holmes” case.

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.

Here is a reference chart with 2021 income tax rates, capital gains rates, retirement contribution limits, and more.

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?