Newsletter Archive

Marotta On Money - August 14 Newsletter

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Asset Allocation

An Asset Allocation For Your Health Savings Account (06-07-2017)

Health Savings Accounts (HSAs) are one of many types of tax-advantaged accounts. With an HSA, not only do you get a tax deduction when you put the money in, but there is no tax owed when the money is withdrawn and used for qualified medical expenses. Not only are you able to pay for your health care expenses with pre-tax dollars, but you are also able to invest the money in your HSA and watch it grow. This is one of many ways to avoid paying capital gains on stock appreciation.
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Upcoming Events

08/15

Avoid College Credit Card Offers

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09/01

Make sure your family has a budget

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In The News

Radio: Why Corporate Tax Rates Should Be Lowered

David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing corporate tax rates, and why they should be lowered.

They discuss the economic effects of corporations paying less in taxes and how this might increase jobs and wages, not to mention shareholders in public company stocks.

Listen to the interview here.

Photo used under Flickr Creative Commons license.

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Budgeting Part 1: Creating a family budget (03-21-2005)

We have had several requests from people for help living within their means. Every year problems of debt and overspending frustrate millions of families. The problem has little to do with income, a lot to do with spending. Spending less than you earn is the essential foundation that creates the capital for investing and wealth building. Following the simple advice in this series of articles on budgeting will help you create the wealth necessary to benefit from professional fee-only asset management. First, keep track of your expenses.
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Budgeting