The Benefits of Saving and Investing Early
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Any money you put away and invest now will have the longest time to grow, due to the magic (or actually, the mathematics) of compound interest.

Taxes on Non-Deductible IRA Contributions
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“Once you put cream in the coffee, all coffee removed from the cup is partly cream and partly coffee.”

David Marotta Quoted on Yahoo Finance Story About Gen Y Savings
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Because of inflation, today’s 20-year-olds will need over $7 million to have the same lifestyle when they retire.

Radio: Virginia’s Tax Freedom Day Today
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We estimate that if you didn’t have to pay taxes, you could leave work every day at 2:34pm.

Radio: Avoiding Excess Taxation
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show on April 15 to discuss taxes and how to avoid excess taxation.

Radio: David John Marotta Interviewed Discussing the Three GOP Factions
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David John Marotta was recently interviewed discussing the ideas in the article “Republicans: Defining the 3 Factions”.

David Marotta Interviewed Discussing MyRA Plans
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David Marotta was recently featured on radio 1070 WINA’s Schilling Show discussing the new MyRA plans, inflation, and saving for retirement in general.

Which is Better: Bad Market Timing or Not Investing?
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Trying to wait until market conditions are perfect likely means you will miss a good investing opportunity.

2014 IRA & Roth Contribution Limits
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Plan to max out your retirement contributions for 2014 — your future self will thank you.

2014 Employer-Sponsored Retirement Plans
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It’s important to know the limits so you don’t over-contribute and incur tax penalties, but contribute just the right amount (based on your income) for your future standard of living.

2014 Tax Facts
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The numbers are in: here is a quick chart of tax info for the 2014 tax year.

David John Marotta & Megan Russell Defended by Rush Limbaugh
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After covering our article during his January 22 radio show in the segment, Rush Limbaugh then discussed Pethokoukis’s attack the following day. Our two Virginia co-authors are “the Wall Street guy.”

David John Marotta & Megan Russell Mentioned by Rush Limbaugh
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David John Marotta and Megan Russell were mentioned on Rush Limbaugh’s show for their article “Should We Wallow in the Rising Stock Market?”

David John Marotta Mentioned on Sean Hannity’s Show
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Sean Hannity’s radio show covered Marotta and Russell’s “Should We Wallow in the Rising Stock Market?” Thanks to sensational headlines and selected quotes, the message of the article is changed with each re-telling.

David Marotta Interviewed On LA Radio KABC
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David Marotta was interviewed on radio KABC in Lost Angeles, discussing the article Should We Wallow in the Rising Stock Market. Listen to the radio show here.

Index of Tax Tables
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Want the full list of tax tables? Here they are in one place for easy browsing.

Lifetime Exclusion From Gift Or Estate Taxes
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When you die, your assets and belongings–called your “estate”–are subject to taxation, but the there is an amount under which the executor of your estate will not have to pay taxes.

Annual Exclusion From Gift Taxes
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There is a limit, or exclusion–an amount that the government will allow you to gift to a person per year, without incurring tax consequences.

Countries with Economic Freedom – October 2013 Performance
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Countries high in economic freedom, including the United States, outperformed global indexes.

Northern Europe – October 2013 Performance
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Northern Europe beats the EAFE Foreign Index by 0.82% in October.

World Performance – October 2013
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Emerging markets produced some of the highest returns during the month of October.

6 Asset Classes – October 2013 Performance
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In October 2013 the balanced portfolio of a 40-year had a nice 3.54% monthly return.

World Performance – September 2013
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Historically September has one of the worst averages, but this year it provided very good returns.

Who Gets Your Stuff When You Die Without a Will?
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It can be tricky to figure out who your “next of kin” is, so here’s a handy flowchart to help you figure out who gets everything you leave behind if you don’t have a will.

Countries with Economic Freedom – July, August, & September 2013 Returns
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We recommend investing in countries which are high in economic freedom and low in debt and deficit.

Northern Europe Performance – September 2013
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Northern European countries averaged 6.23% in September 2013.

6 Asset Classes – September 2013 Returns
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In September 2013 the returns of foreign stocks beat US stocks by 4.25%.

2013 IRA & Roth Contribution Limits
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There’s still time to make sure you’ve maxed out your retirement contributions — your future self will thank you.

Radio: Is a Government Shutdown Better Than No Government Restraint?
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Why is the business of government seen as passing spending bills? Why isn’t the job of our representatives to work toward government restraint?

Newlywed Checklist: Name Change, part 3
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When a woman gets married she often changes her name. Once you’ve changed your name at the Social Security Administration, the DMV, your employer and employer benefits, and your passport, it’s time for the last few changes.

2013 Capital Gains Tax Table
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Here’s the tax table for the 2013 capital gains tax.

Newlywed Checklist: Name Change, Part 2
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The DMV was my second stop in the name-change process because it makes subsequent name changes easier.

Newlywed Checklist: Name Change
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For $50 and a lifelong commitment, you can legally change your identity!

World -July & August 2013 Returns
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Here are the returns for various global investments.

Northern Europe – August 2013 Returns
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In August 2013 the northern European countries did slightly worse than the EAFE Index.

6 Asset Classes – August 2013 Returns
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Returns in August were negative across the board with US stocks losing the most.

Radio: America’s Wealth Envy
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“Inheritance, almost uniquely, has the ability to anger both those who believe in equality of means and those who believe in equality of outcome.”

Radio: Is Obamacare Responsible for a Jobless Recovery?
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing Obamacare and the healthcare law’s trickle-down effect.

Northern Europe -July 2013 Returns
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Sweden appreciated 11.02% during the month.

July 2013 Asset Class Returns
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Here is how representative ETFs from each of the six asset classes did in July 2013.

Financial Smorgasbord: Carnival #14
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This week we have a smorgasbord of ideas for everything from tips for building an emergency fund from scratch to financial tweets to writing engaging website pages.

How Do I Open an Investment Account? Part 2 -Things You Can Do Tomorrow
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Here’s a walk through of the account opening process at Vanguard.

Gold And Silver Stocks Down In 2Q 2013 Along With The Metals Themselves
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Precious Metal Mining companies are leveraged against the movements of the underlying price of the metals themselves.

Real Estate Down Slightly During The Second Quarter
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Foreign real estate was down more for the quarter because the U.S. Dollar strengthened against foreign currencies.

Energy Funds Slip Slightly in 2Q 2013
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Energy is one important components of the category of Resource Stocks.

Some European Markets Did Better Than Global Averages During Q2 2013
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In a reversal from past trends, some European markets did better than global averages.

Emerging Markets Down During Second Quarter 2013
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Those investments which go up the most when markets are rising often go down the most when markets are falling.

Global Markets Drop During Q2 2013
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It is prudent not to have your assets all subject to a single country’s economic failure or success.

Foreign Bonds Drop As Dollar Strengthens And Interest Rates Rise
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Just because the dollar strengthens for a quarter does not mean you should abandon this strategy.

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