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On Tuesday, December 15, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to talk about his newly co-authored book, “The Haunting of Bob Cratchit.”

This 2016 article reminds us that “there is a very simple place to start the process of changing our destiny: Each day notice the things that make you happy and try experiencing more of them.”

In “A Christmas Carol,” Ebenezer Scrooge calls Christmas a “humbug” because of the foolish way people celebrate it. This 2008 article reminds us that it is sometimes wise to simplify Christmas.

Sadly, the IRS is very clear about this; contributions must be cash.

A timeless question with a consistent answer, this article helps you determine if your asset allocation is appropriate enough that you should continue to stay the course.

Instead of changing your investment strategy, you should focus on changing your spending habits and charitable giving to help further the social good you want in the world.

Sometimes you may want to check in on your current running total of net capital gains during the current tax year. Luckily, there is a page on Schwab Alliance which shows you just that.

We have an almost secret code behind the images we select.

Whether you have held Schwab accounts for many years or are in the process of opening an account with Schwab for the first time, you may enjoy the smartphone app and the many convenient features it offers.

Want to do the new year well? Here is a month-by-month guide for setting financially healthy habits.

If a friend recently asked you if you’re willing to be written into their will as an executor to their estate, this 2015 article will give you some food for thought before you reply.

This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.

Here are some options for helping your child purchase their first home.

Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.

There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.

What will happen to all the money I have saved for her college expenses now that she doesn’t need it?

Elizabeth has written one post so far, and it was the most popular post of 2019. With over 12K views, this clear descriptions of the housing reimbursement rules has helped a lot of people.