Articles

There are some cases that are not as straightforward and if you fall into these categories, you might not know whether or not you are allowed to contribute to a Roth IRA.

I recently read a foolish article entitled “Call for a National Savings Plan” that assumed we haven’t tried a national savings plan already.

This Schwab checking account provides six impressive services not true for most local banks.

Investment brokers like Schwab offer many services local banks offer but there are a few reasons why you might want to resist consolidating all of your accounts to a broker.

Only give someone who is required to honor your best interest the ability to trade in your account without talking to you.

More than many other candidates, Ted Cruz’s tax plan aims to fundamentally change our tax system.

Index investing seeks to track the return of a portion of the market. The opposite is active management.

David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing three big investing mistakes.

A little extra work can ensure that both spouses receive important email notifications from their custodian.

We don’t recommend high yield bonds because they do nothing good for your overall portfolio.

Changing where you drink soda is a small step, but enough small steps can make a huge difference in your savings.

Retirement planning should begin the moment you receive your first paycheck.

An HSA is one of many accounts used in comprehensive wealth management for tax optimization and planning.

David John Marotta was interviewed on the Schilling Show discussing how the markets performed last year and lists 4 mistakes to avoid.

If you have not yet funded your Roth account for 2015, it is not too late!