US Bonds Drop Value in 2013 Q2 As Interest Rates Rise
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Many investors don’t understand why a bond, which pays a fixed rate of interest and then at the end of the term pays a fixed amount of principle would have its price fluctuate.

How Do I Open an Investment Account? -Things You Can Do Tomorrow
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Sometimes what stops someone from following advice is just not knowing where to begin or how easy it is. Many personal financial advisors have minimums, so where do you start if you only have a small amount of money to invest?

7 Things to Keep in Your Wallet & 6 Things to Leave at Home
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What should you keep in your wallet? And what precautions should you take in case it gets lost or stolen?

Radio: The Right to Privacy of Correspondence
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David John Marotta and Megan Russell were interviewed on radio 1070 WINA’s Schilling Show discussing privacy and proposing an amendment on the right to privacy of correspondence.

Budget? What Budget?
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Even if you just have an idea of where your money is going, you should still have a very good idea.

Financial Bucket List
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Some people have bucket lists with things like “Travel to Paris,” and “go skydiving,” but I have a bucket list of financial things to do.

Bucket List: Living Within Your Means
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So now, after encouraging you to save 10% for emergencies, 15% for financial independence (often called “retirement”), and 10% for long-term savings, we’ve whittled down your income to about 65%. This 65% is for day-to-day living.

Radio: Our Unenumerated Constitutional Rights
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David John Marotta was recently interviewed by Rob Schilling on Radio 1070 WINA, discussing the Ninth Amendment to the Constitution: Our unenumerated rights.

Bucket List: Saving & Investing
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In addition to emergency savings and retirement saving, you should also stash away 10% or so for long-term investing. Let the magic of compound interest make you money.

Bucket List: Financial Independence
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Most people do not use all their skills at their place of work, so these other skills become hobbies. I am no exception. What I need to pursue these other dreams is financial independence, that is, decoupling my need to eat from my skill as as an artist.

Life Planning Edition – Wealth Management Carnival #13
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Today’s Carnival covers a wide range of topics such as planning for your finances before college, what to do financially after college, how to think like the wealthy, and how to think about finances when one spouse doesn’t head to the office every day.

Radio: Is Federal Student Aid Working?
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Most people do not trace the effect of the unintended consequences of government programs. Even good things come with a price, and you always have to decide: is that price worth paying?

Protecting Your Identity: Credit Reports and Credit Freezes
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Even if you think you have good credit, periodically check the facts on your credit report anyway. Your credit report will outline your full credit history. And it can help you verify you have not been the victim of identity theft.

Bucket List: A Bucket for the Unknown
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I opened my freezer and found, to my horror, my ice cream had turned to mush. Why? My refrigerator and freezer were broken. The expense for a new refrigerator was around $700. How could I have seen that expense coming?

Preparing to Retire – Wealth Management Carnival #12
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Today’s carnival is all about retirement: saving for it, where to open accounts, how much to withdraw once you do retire, and more. Read on for more details!

Video: What’s So Great About Economic Freedom?
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Is economic freedom related to other kinds of freedoms? Does economic freedom affect personal choice?

Schwab VeriSign Security Measures
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As well as general online security, which includes a unique user name and password, and a system which locks you out if you guess the combination more than twice, Schwab has several optional verification methods.

Radio: Margaret Thatcher’s Economics
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing Margaret Thatcher and her economics.

Tax Season – Wealth Management Carnival #11
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With the federal tax filing deadline upon us, here are some articles on little-known tax tips, interesting facts, good advice, and general information about taxes. Some of these are applicable now, and some you might want to store away for next year.

2013 Tax Brackets
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2013 brought many changes, many of them small, into the tax code. Here’s a breakdown of the highlights.

Investing Ideas – Wealth Management Carnival #10
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This edition of the Wealth Management Carnival we focus on investing. We have some helpful definitions of investment vehicles and instruments, advice on what to go for and what to avoid, and all kinds of opinions on that roller coaster ride: Financial Markets.

Radio: The Importance of Property Rights
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David John Marotta was interviewed recently on radio 1070’s WINA Schilling Show discussing property rights and their importance for a free society.

Life Planning – Wealth Management Carnival #9
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This edition of the Wealth Management Carnival deals with investments, how-to tips, advice for college students, and a checkup on 2013 New Year’s Resolutions.

Radio: Financial Forecast for 2013
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David John Marotta was featured on Radio 1070 WINA’s Schilling Show, discussing the coming year and what it looks like from a financial standpoint.

Review: 2012 Market Commentary
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2012 has come to a close, and 2013 is off to a good start. For those interested in reflecting on the past year, we’ve collected some 2012 year-end market commentary by Marotta Wealth Management Staff.

Investing for the New Year – Wealth Management Carnival #8
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Wealth Management Carnival #8: This edition of the Wealth Management Carnival deals with investments, how-to tips, and some advice you may want to incorporate into your 2013 Resolutions.

Saving, Budgeting, and Preparing for Christmas – Wealth Management Carnival #7
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This week’s carnival is a smorgasbord of good ideas about saving, tips for holiday shopping, and general good advice for the future. Even Santa could use good advice about his retirement plan.

Investing Edition–Wealth Management Carnival #6
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This week’s carnival is concerned with investments, investing styles, and how to stay focused. There are just about as many investing philosophies as there are investors, so read a range of opinions and form your own.

Retirement – Wealth Management Carnival #5
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This week’s carnival deals with retirement plans and plans to retire. We hear some talk about retirement accounts, a blueprint for retiring early, and that baby boomers are going back to work.

Budgeting – Wealth Management Carnival #4
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This week’s Carnival is centered around Budgeting. How do you budget — or do you budget? Do you keep up with your money down to the penny, or do you have broad categories and a ballpark idea of how you’re doing?

Financial Tips -Wealth Management Carnival #3
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This week’s Carnival is an eclectic mix of tips, tricks, and advice about everything from teaching children about money, to credit cards, to tips for students, to ideas on spicing up your work life.

10 Life Planning Lessons -Wealth Management Carnival #2
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In our second edition of the Wealth Management Carnival, we’re linking to articles about general life planning, from good habits to cultivate, to life insurance considerations, to financial calculators.

7 Interesting Investment Ideas –Wealth Management Carnival #1
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In the Wealth Management Carnival, we share 7 Interesting Articles from other sources. From advice to diversify investments to index fund criteria to choosing a bank, this month we found seven articles that discussed various investing ideas.

How the Wealth Management Carnival Works
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A Blog Carnival is like a magazine. It has a title, a topic, editors, contributors, and an audience. Editions of the carnival come out periodically (usually twice monthly).

Capital Gains Tax Rising
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Starting in 2013, pending further legislation, the capital gains tax will go up to 20%.

Double-Taxed Dividends: Going Up
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The qualified dividend tax rate is currently at a maximum of 15%, as are capital gains. Starting January 1, 2013, dividend tax rates will go up to the investor’s ordinary income rate.

Schwab: Using a Donor Advised Fund for Your Charitable Giving
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A Donor Advised Fund is a way to give small amounts to many charities. But take a look at the pros and cons of this strategy before diving in.

Schwab: What does Total Capital Gains mean under Income Summary
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On my Charles Schwab Statement, what does “Total Capital Gains” mean under Income Summary?

Austin Johnston: A Sense of Independence
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One of my favorite things I’ve been able to do with money was something I did after finishing school, moving, and getting my first full-time job. I was out on my own, and I wanted to do something extra once I was independent.

Charitable Giving: How to Choose Appreciated Stock
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Christmas is coming. This is the time of year to consider charitable giving. Let us assume you have decided you want to give appreciated stock instead of writing a check. Now what?

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