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Our Articles

Coping with College Expenses
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Students are graduating with larger debt loads than they were 10 years ago. Public four-year college borrowers graduate with an average of $19,800 in debt; their nonprofit private college counterparts graduate owing $26,100.

When Donating a Dollar Only Costs Five Cents
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More than 200 charities have been designated Neighborhood Assistance Programs (NAPs).

Radio: Liberals Get Basic Economics Wrong
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David Marota discusses how liberals get basic economics wrong.

Liberals Get Basic Economics Wrong
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The authors of the Zogby study suggested their own explanation. “We think that, for many respondents, economic understanding takes a vacation when economic enlightenment conflicts with establishment political sensibilities.”

Seventy-Five Days Left For Tax Management
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Going forward, tax management will be as significant as investment management in a comprehensive wealth management plan.

Radio: Getting The Most From Your 401(k) Or 403(b)
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David Marotta discusses how to maximize retirement accounts.

Getting The Most From Your 401(k) Or 403(b)
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Most plans have funds laden with fees. Some share this revenue with plan sponsors, enticing them to pick more expensive funds to subsidize the costs of the plan or even make a profit.

Umbrella Insurance Could Be the Right Answer
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If you have a personal umbrella insurance policy, congratulations. If you don’t, you must not have a lot to lose. This important insurance can extend your liability coverage beyond your home and auto insurance by millions of dollars.

Rising Capital Gains Tax Hurts Everyone
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Politicians are giving us no incentive to take care of ourselves. They are ensuring that government will need to save us.

Should I Buy Land Preservation Tax Credits?
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Virginia land preservation tax credits are a savvy way for you to save up to 25% on your state tax bill.

Hong Kong: An Ideal Place to Invest
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Hong Kong has an incredibly low tax rate. Individuals are taxed at the lower of a progressive tax maxing at 17% of adjusted gross income or a flat tax of 15% of gross.

Radio: Last Chance For A Roth Conversion
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David Marotta discusses converting your traditional IRA balance to Roth IRAs this year before tax rates go back up.

The Very Last Chance for a Massive Roth Conversion
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It is time to drive a Brink’s truck through the legal loophole of Roth conversions this year.

Assessing Your Finances At Age 50
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For many people 50 is a milestone that reminds us to stop and reevaluate. There is still time for a whole new life of significance.

Gold May Drop If Political Winds Change
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Perhaps dire predictions are correct and we are headed to Armageddon. If you want liquid assets in such a catastrophic situation, try buying cases of Jack Daniels. It is cheaper, keeps just as well and will fetch more in trading value.

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