We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Budgeting Lite
on March 19, 2014
with No Comments
With less than two minutes a day and a smartphone, Budgeting Lite will help you become more mindful about your spending and regain a sense of control over your finances.
Five Unbelievable Financial Advisor Regulations
on March 16, 2014
with No Comments
To comply, most firms must archive and report massive amounts of information. Here are five of the more interesting regulations.
Radio: David John Marotta Interviewed Discussing the Three GOP Factions
on March 15, 2014
with No Comments
David John Marotta was recently interviewed discussing the ideas in the article “Republicans: Defining the 3 Factions”.
Is Rebalancing a “Myth”?
on March 13, 2014
with No Comments
You ought to know what it is that you are rebalancing.
Should a Business Buy Its Own Building?
on March 12, 2014
with No Comments
We finally found a great building and decided to purchase it!
Make Sure Clients Road-Test Retirement
on March 11, 2014
with No Comments
“Ascertain whether they’re ready for changes in lifestyle and finances for the next stage of their lives”
Every Business Should Start a 401(k)
on March 9, 2014
with No Comments
The president’s hope to restrict the plans should actually make owners more interested in creating one.
At Least 65% Of Workers Fail To Save Our Recommended 15% For Retirement
on March 8, 2014
with No Comments
The study shows that 21 percent have saved nothing for retirement.
How To Tell If Your Financial Advisor Is Really “Fee-Only”
on March 7, 2014
with No Comments
Many will mislead you into thinking they are “fee-only” when they are not.
Three Lessons From Warren Buffett’s Big Bet
on March 5, 2014
with No Comments
For five of the last six years, the simple index fund has outperformed the so-called expert hedge funds, and Buffett’s competition is starting to feel the heat. Here are three important take aways from this big bet.
Republicans: Defining the Three Factions
on March 2, 2014
with No Comments
Which part of the conservative party appeals best to you: promoting the welfare of big business, legislating morality or advocating personal freedom and responsibility?
Is the Federal Reserve Really Tapering?
on February 26, 2014
with No Comments
The conflicting information of the Federal Reserve report has to do with the so-called tapering of asset purchases.
Is Social Security Stealing Your Chance Of Being A Millionaire?
on February 23, 2014
with No Comments
Social Security withdrawals have enslaved workers to depend on government largess when they could have been independently wealthy.
David Marotta Interviewed Discussing MyRA Plans
on February 22, 2014
with No Comments
David Marotta was recently featured on radio 1070 WINA’s Schilling Show discussing the new MyRA plans, inflation, and saving for retirement in general.
Social Security
on February 21, 2014
with No Comments
Social Security benefits can represent a big stack of cash. A typical monthly benefit of $2,200 has a present value well over $500,000. Consider all your Social Security options carefully to avoid making a costly mistake.