Many will mislead you into thinking they are “fee-only” when they are not.
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About David John Marotta
David John Marotta+ is the Founder and President of Marotta Wealth Management, Inc. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. Favorite number: e (2.7182818...)
Republicans: Defining the Three Factions
Which part of the conservative party appeals best to you: promoting the welfare of big business, legislating morality or advocating personal freedom and responsibility?
Read More...Is Social Security Stealing Your Chance Of Being A Millionaire?
Social Security withdrawals have enslaved workers to depend on government largess when they could have been independently wealthy.
Read More...David Marotta Interviewed Discussing MyRA Plans
David Marotta was recently featured on radio 1070 WINA’s Schilling Show discussing the new MyRA plans, inflation, and saving for retirement in general.
Read More...Social Security
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.
Read More...Liberals Characterized Privatizing Social Security As A Risky Venture
Even the Social Security withdrawals of average workers would produce millionaires if they were allowed to be saved and invested in private accounts.
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Obama Expands the Permanently Unemployed
The economics of the job market are complicated, and an executive order can’t grant America a higher wage.
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Develop A Network Of Friends In Retirement
Having community is important for a successful retirement. Men may find it requires more work to achieve.
Read More...Obama’s myRA Plan Violates Multiple ERISA Laws
Willful violations of ERISA legislation carry criminal penalties of up to a year in prison for the plan sponsor and a fine of up to $100,000 for the corporation.
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Can You Fact-Check Without Reading the Article?
Both authors claimed there were errors in our article all the while agreeing with our assessment of the unemployment numbers.
Read More...We Were Wrong: Jobless Available Workers As High As 41.4%
We actually underreported the portion of jobless Americans. It did not include the people who are represented in the unemployment rate.
Read More...Economic Freedom Matters 2014
Economic freedom enriches society, lifts the poor out of poverty and respects the agency and dignity of human choice.
Read More...Freedom Investing Over The Past Decade
The portfolio of the five freedom countries has an annualized return of 11.06% over the past decade.
Read More...Radio: Prep for Financial Apocalypse
David John Marotta was interviewed on radio 1040 WINA’s Schilling Show and talked about preparing for the coming financial apocalypse.
Read More...Marotta’s 2014 Gone-Fishing Portfolio Calculator
A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.
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Bitcoin Trashing Makes The Case For The Gold Standard
A return to stable money would signal the death of the bitcoin and other stores of value used as hedges against dollar mismanagement.
Read More...University of Virginia Best Plan 2014 Asset Allocation Recommendation
Here is an asset allocation recommendation for the The University of Virginia Physicians Group 2014 BEST plan.
Read More...“Halestorm” And “Abducting Arnold” Author Interview
Becky Akers is a free-lance writer and historian as well as the author of two novels set during the American Revolution.
Read More...How Long Should I Keep Financial and Tax Records?
Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.
Read More...Lifetime Exclusion From Gift Or Estate Taxes
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.
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Sensational Headlines Capture Nation’s Attention
In addition to learning how a viral story can get many of the facts wrong, another more important lesson can be learned from this experience.
Read More...Media Storm Surrounding Marotta Advice
Recently we had one of our blogs posts go viral and capture the attention of the national news.
Read More...Annual Exclusion From Gift Taxes
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.
Read More...Chronicles of Aria Prime, Episode One by AJ Reissig
The adventure begins as a tale of interstellar travel, but quickly morphs into a space opera and post-apocalyptic survival story.
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How To Prepare For The “Coming Financial Apocalypse”
You should be just as prepared for the possibility that the world as we know it is not ending.
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The Affordable Care Act (ACA) May Cost The Country $2.8 Trillion More Each Year.
You can often tell exactly what a piece of legislation will NOT do by what they title it.
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The Autobiography of Fezziwig
Finally revealed, the life of Fezziwig, an English businessman during the cusp of the Industrial Revolution.
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“Corporate Records Service” Is A Scam
Many government mailings look like spam. And much spam tries to look like a government mailing.
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