Articles

Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld.

Luckily for Roth lovers like us, you don’t have to choose between Roth conversions or Roth contributions.

I began my DIY journey learning about science, so it feels best to start you there as well.

2017 was such a good year for the stock markets that it set a record.

In general, the statements should match, but matched accounting down the penny cannot easily be achieved.

Unfortunately, no amount of rules-based compliance can force a company to follow the principles-based fiduciary standard.

“A conventional wisdom withdrawal strategy will almost always leave a lot of money on the table.”

As the parent, it can be hard to know what to do with a cash gift for a baby.

I recently stumbled upon an interesting website called OK to Die which has resources for preparing for and dealing with either your own death or the death of another.

This 2002 post reminds us, “If you rely on a commission-based financial product salesperson, you will probably be sold the wrong kind of funds.” It was also the first article of ours to be featured in the “Charlottesville Business Journal.”

Recommending clean shares does not free the industry from conflicts of interest.

You can take the RMD out as early as January 1st or as late as December 31st, but when should you?

Here is the list of broker-dealers who said the CFP should not expect those with the CFP® mark to not mislead consumer.

SEC-mandated titling will not be enough to save unsuspecting consumers from non-fiduciary financial professionals.

On March 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss finding a life you love. Also in this show: what David Marotta thinks about his own life calling and a discussion of healthcare and insurance in retirement.