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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.

If you choose to make a QCD, we suggest saving as much documentation as possible.

It will be a welcome change when the CFP Board can force CFP® mark holders to remove misleading content from their websites.

A question from our readers, “Should I choose to have dividends reinvested or should I receive them in cash and then reinvest them myself?”

Fraud is the enemy of the free markets. It is theft through deception.

Under the Tax Cuts and Jobs Act, you are still allowed to make nondeductible contributions and still allowed to convert IRA assets to Roth IRA.