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With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free.

Adding nicknames such as these can help immensely when it comes time to do basic tasks such as Roth IRA funding or withdrawing funds.

By default, your Schwab login will only display your own accounts.

For a currency intended to make money simple and easy, IRS regulations make it a nightmare of compliance issues.

There are two ways to transfer your account to a Schwab Institutional Intelligent Portfolios with Marotta Wealth Management.

In order to move funds between a non-Schwab account (external account) and your Schwab account, you simply need to establish what is called a MoneyLink.

As David Marotta writes in this 2012 post, “If I had to pick one learned skill that has served me the best in my career, it would be learning to grab my mind by the scruff of the neck and drag it back to the task at hand.” This piece reminds us that hard work can sometimes be your best doctor.

If you have to choose between your retirement or your children’s college savings, choose your retirement.

If you are one of those consumers for whom the word “annuity” is enough to make them tune out a sales presentation, congratulations! You have have probably correctly understood the real challenges these products face.

As you read other financial advice sites, be wary of the sponsored content.

It will help you in life if you can learn to distinguish between content with ulterior motives and real financial planning wisdom.

A blended portfolio can perform better even as some of its components under perform due to the rebalancing bonus.

New proposed legislation cuts the benefit of donating to charity and receiving tax credits in return.

There is very little news that helps us reach our life goals or impacts our lives in a positive way.

On Tuesday, August 14, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss the right to the freedom of speech in 2018.