August 23, 2017

Gold's Role In A Portfolio

Gold’s Role In A Portfolio

Gold advocates will often go to great lengths to tout the advantages of owning gold.

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Investing Mistake: Paying Too Much In Investment Vehicle Fees

Investing Mistake: Paying Too Much In Investment Vehicle Fees

Even small extra fees could mean working an entire year longer!

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How to Get Started with Retirement Planning

How to Get Started with Retirement Planning

Most of the assets you use to fund your retirement will come from compounded growth.

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Value of a Roth Segregation Conversion Strategy

Value of a Roth Segregation Conversion Strategy

While most investment advisors do one total conversion or partial conversion here or there, we have a dedicated Roth segregation strategy, which adds real value to our clients accounts.

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How to Set Retirement Goals

How to Set Retirement Goals

A fee-only financial advisor can provide the decades of support and encouragement to make financial planning, effective life planning.

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How to Protect Your Retirement

How to Protect Your Retirement

For many investors, a fee-only advisor pays for themselves in reduced expenses alone.

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Radio: The Case for No Minimum Wage

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David John Marotta was interviewed on the Schilling Show discussing the minimum wage, and the reasons keeping (or raising) a mandatory minimum wage could actually hurt some workers.

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How to Lower Your AGI and Why You'd Want To

How to Lower Your AGI and Why You’d Want To

Here are 8 reasons you’d want to lower your AGI and 8 methods to lower your AGI.

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How to Adjust Risk Appropriately for Retirement

How to Adjust Risk Appropriately for Retirement

Risk is about understanding your own greed, fear and pride.

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When You Should Not Do a Backdoor Roth

When You Should Not Do a Backdoor Roth

Like how diner coffee gets more bitter as the waitress tops off your cup with more coffee from the pot, so too the growth on your nondeductible assets increases your tax owed by decreasing the percent post-tax assets in your cup.

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