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Our Articles

Gift Ideas for 3-Year-Olds
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As the proud mother of a now four-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

Q&A: Can I Make a Prior-Year Roth Conversion This Year?
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Alas, the year you move the funds from traditional IRA to Roth IRA is the year that those assets are taxed.

Q&A: Are There Any Restrictions on How Much or Who Can Convert to Roth?
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Taxpayers of any income level, age, and employment or retirement status can convert their pre-tax individual retirement assets to Roth IRA.

#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.”

The 2020 Joint Charitable Standard Deduction: $300 or $600?
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The draft 2020 Form 1040 instructions clarify: the $300 limit is per form.

How to Spend: Convenience is a Surcharge
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Choosing the right moments to buy convenience with your money brings value to your life.

Q&A: Can You Be My Investing Back-up?
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An important part of the family’s emergency plan is to make sure you have a plan for when the financial spouse can no longer serve the family in that way, either because they are no longer interested or because of their incapacity.

#TBT Our Customized Roth Conversion Recommendations
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This 2017 article reminds us that there is not one best Roth conversion plan that you can apply to everyone.

Q&A: Should I Name My Heirs or My Trust as Contingent Beneficiaries After The SECURE Act?
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Depending on your situation, outright beneficiary designations could be a cleaner estate planning solution.

How To Spend: Budget For Christmas
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We can gift our loved ones a powerful gift while maintaining a budget.

Q&A: Why Do You Pick Such Weird Images for Your Articles?
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We have an almost secret code behind the images we select.

#TBT What Are Normal Market Movements?
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It is common for investors to be surprised by movements in their portfolios. This 2019 article reminds us though that even volatile movements can be quite normal.

The Full Complexity of All Required Minimum Distribution Divisors Explained (2020 Update)
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The SECURE Act of 2019 changed several things, so here is an updated review of this complex subject.

Marotta Family Saying: Parental Reminder Number 42
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“Parental Reminder #42” reminds us that goodness is something bigger than we can articulate but, even though we cannot express it fully, it is very important.

Roth IRAs, 529 Plans, and Financial Freedom (Megan Russell on FamVestor Podcast)
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On Monday, October 26, 2020, Megan Russell was interviewed by Sunny Burns and Sunmarie Burns of the FamVestor podcast.

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