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Our Articles

Account Funding Priorities for 2022
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Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.

2022 Contribution Limits
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Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.

#TBT The Haunting of Bob Cratchit: A Book from David Marotta
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Did you know David wrote a Christmas novel? This 2020 book by David John Marotta and Brendon Marotta makes you rethink what is happening in Charles Dickens’ A Christmas Carol.

Annuities: Just Say No.
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You don’t need their product. You don’t even need to know why their specific product is bad. Just say no.

Can Taxable Life Insurance Benefits Contribute to an IRA?
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If you have this fringe employer or former employer benefit, I hope you are able to take advantage of making small Roth IRA contributions throughout your retirement.

#TBT Don’t Eat Yourself Out of Financial Security
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As this 2003 post remind us, “The worst financial problems stem from trying to live a champagne and caviar lifestyle on a beer and chips budget” and it has a few common sense rules to uncommon cents savings.

Dying Young is Not A Retirement Plan
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Yes, many retirees may die with significant assets. However, this helps to ensure that they have sufficient assets to support their lifestyle should they make it to age 100.

Q&A: How Do I Inherit a Relative’s 401(k) plan?
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“I’m 19 years old. How do I inherit a 401(k) from my aunt?”

#TBT How Not to Go Broke at Thanksgiving
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As the season of holiday shopping approaches, this 2018 article reminds us, “Before you throw your money at various companies, squirrel some savings away for your future self.”

Radio: Health Insurance Subsidies and Inflation
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On Tuesday, November 9, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about health insurance subsidies and inflation.

Q&A: Can I Leave Money to a 529 in My Estate?
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Can I leave money directly to those 529 plans in my estate plan?

#TBT A Wealth of Satisfaction
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This 2011 article reminds us that there will never be another you in the history of the universe. Sometimes that is just the reminder we need.

The Costly Effect Of Saving In A Taxable Account
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The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.

How to Calculate Your Possible Health Insurance Subsidies
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If you are already shopping for health insurance for 2022, consider getting an on-exchange health insurance plan. You may be surprised at how much subsidies you can receive.

#TBT How to Spend: Add It To Your Wishlist
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A wishlist is a force of thrift both for you to defer your consumption and for your family and friends to ensure that all the value of their gift makes it to your heart.

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