We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.

Subscribe to receive our weekly newsletter.


Our Articles

How to Secure Your Schwab Account
with No Comments

Cyber security gravitates toward the low-hanging fruit of novice users. Even taking a few steps can greatly protect your accounts.

New Parent Financial Checklist
with No Comments

To help you get a good financial start as parents, here’s a financial checklist for new parents.

Unpacking Publication 590B’s Justin Example
with No Comments

In Publication 590B, the IRS gives an example to demonstrate how Roth distribution ordering works.

#TBT In Which Investment Vehicle Should I Stage My Spending Money?
with No Comments

The addition of stable investments can help dampen the risk and increase the chances of meeting your spending goals.

Sixteen Problems with the Eat-What-You-Kill Model
with No Comments

The culture of many commission-based firms makes it a poor environment both for employees and clients. Don’t take a chance with your retirement.

New Child Tax Credit for 2021 Only
with No Comments

The 2021 tax credit is worth $3,600 for children under age 6 and $3,000 for those under age 18. These rules apply to tax year 2021 only.

Unpacking Publication 590B’s Ishmael Example
with No Comments

In Publication 590B, the IRS gives an example to demonstrate how Roth contribution basis works in a Roth IRA.

#TBT Most People Take Social Security At The Worst Possible Age
with No Comments

This 2016 article reminds us that, “Unless you are certain that are going to die young, there is no good reason to risk starting Social Security at age 62.”

Marotta Family Story: June Marotta’s KeyBucks
with No Comments

In the speech, she tells the story of how she taught second through sixth graders about democracy, economics, entrepreneurial endeavors, and personal financial planning.

Life Lesson #3: Avoid A Lifestyle of Unconscious Spending and Conscious Saving
with No Comments

Automate your savings. Take manual control of your spending. This is the path to wealth.

Radio: Biden’s Support of Unions
with No Comments

On Tuesday, May 10, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about Biden’s support of unions.

#TBT Three Strategies to Avoid Private Mortgage Insurance
with No Comments

Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.

ABLE Accounts: Tax-Advantaged Savings for People with Disabilities
with No Comments

ABLE accounts offer people with disabilities a new opportunity to save and invest for the future.

NAP Credit Charity Spotlight: The Soho Center
with No Comments

Soho is my Amazon Smile charity recipient, I donate to them generously from my charity budget, and the NAP credits they offer are my favorite way to pay my state taxes.

David John Marotta Honored in Dear Holmes Mystery
with No Comments

David John Marotta was awarded the Featured Detective honor on a recent “Dear Holmes” case.

1 2 3 4 183

Like what you read? Subscribe to our newsletter!