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Our Articles

Review: SavorOne Credit Card by Capital One
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Once set up, the extra rewards may be worth the extra effort.

VIDEO: Financial Calculator Tutorial for a 30-Year Mortgage Payment
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In this video we are going to compute the first mortgage payment of the 30-year loan used in the article “How to Help Your Children Purchase a Home.”

#TBT How to Fund Your Roth with Babysitting Money
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For domestic tasks like babysitting there are often two options: independent contractor or household employee. Taking the time to educate yourself on the difference may be worth your while.

Q&A: Minimum Contribution to Open a Donor Advised Fund at Schwab Charitable?
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Now, thanks to this change, anyone with charitable intentions can open and benefit from a Donor Advised Fund.

Account Protection at Schwab
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Schwab offers protection by the Securities Investor Protection Corporation (SIPC) and Lloyd’s of London for investment accounts and Federal Deposit Insurance Corporation (FDIC) coverage for deposit accounts.

Systemic Inequality in the Social Security Rules
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Social Security as it exists today is a failure either way you look at it.

#TBT Can I Use 529 Funds for Off-Campus Housing?
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In general, you can use 529 funds to pay for your student’s off-campus housing costs. However, housing is one of many expenses that are subject to a reimbursement limit.

Don’t Pay The Price of Structured Products Despite Principle Protection
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Given the purposeful complexity and limitations to structured products we suggest you avoid them.

How Your Tax Is Calculated: Tax Table and Tax Computation Worksheet
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Whether you are on the Tax Computation Worksheet or in the Tax Table it helps to understand how your tax is calculated.

Radio: Elder Abuse Scams
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On Tuesday, May 10, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about Elder Abuse Scams and how to protect yourself.

#TBT Taxing Capital Gains Unfairly Taxes Inflation
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Punishing people for inflation is neither fair nor good economic policy.

How Roth Conversions Affect Your Contribution Basis
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In the eyes of the IRS, Roth conversions are a type of rollover and their part in your Roth IRA’s contribution basis is called a rollover contribution.

Life Lesson #5: Start Your Day with a Smile
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Just as a fake smile can make real happiness, fake happiness can create real enjoyment.

Marotta Family Saying: Not Good If They Have to Advertise It
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This was part of an intentional anti-ad campaign that my mother instituted to inoculate her children against the power of Madison Avenue.

#TBT Things to Think About Before You Invest
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Knowledge and emotion can play off each other in ways that cause investing mistakes.

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