Some struggles are inevitable, but others are decided by who you marry. This kitten married well.
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Bucket List: A Bucket for the Unknown
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?
Read More...Financial Advice for Recent College Graduates
Financial advice for college graduates is easy. Graduates street smart enough to take the advice is rare.
Read More...10 Best Places to Retire Abroad
If you like stable governments, low crime rates, socializing, great food, wine, culture and the dependability of developed countries, this list is for you
Read More...More Than 25% of Americans Are Making a Financial Mistake
If you look beyond the short term, making this move is pretty clearly worse than using a high-interest credit card to pay your bills.
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Five Things Advisors Should Tell Clients About Retirement, But Often Don’t
“Retirement today is a lot like an iceberg, where 90 percent of what’s really taking place is below the surface.”
Read More...Life Planning – Wealth Management Carnival #9
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.
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Success and Significance in Retirement
Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life.
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Marshmallows and Investing?
Parents take note: Research on delayed gratification shows connections from children through adulthood.
Read More...How are foreign stocks doing compared to stocks in the United States? Fall 2012
Sometimes the medium term trend seems to weigh more heavily in our minds than the long or short term trends.
Read More...Suddenly Wealthy
Studies show that onetime windfalls can actually impoverish you. They make you feel rich, which inevitably leads to overspending. But wealth is what you save, not what you spend.
Read More...10 Life Planning Lessons -Wealth Management Carnival #2
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.
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Doctors need financial planning help, too…
How is the ‘financial health’ of most physicians? Most physicians put in long hours and due to lack of time neglect their own financial and retirement planning.
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Protecting Your Parents: Keep the Sharks at Bay
Make sure that Mom and Dad have a family member and a fiduciary advisor watching out for their finances.
Read More...What Is Comprehensive Wealth Management?
Advisors who offer comprehensive wealth management are like financial concierges. Their only goal is to meet your needs. If you ask for fresh strawberries, they try to find them for you.
Read More...Stress Is Not Your Enemy
How often do you intentionally push yourself to discomfort? Do you think the best retirement is relaxing and recreating? Think again.
Read More...GiveBuddy.com – Dine and raise money for the organization you care about.
Last month I was eating lunch at a local restaurant when I noticed an offer by GiveBuddy.com that the restaurant would send a check for 10% of my receipt to any organization I chose.
Read More...Our Highest Value to Clients
Wisdom is the ability to exercise good judgement in the fact of imperfect knowledge. Sometimes that means reframing the question.
Read More...Video: The Benefits of Having a Financial Advisor
If you want to get in shape and need push in the right direction, you hire a personal trainer. If you want advice and a push in the right direction to be in good financial shape, hire a financial advisor.
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George Marotta featured in Reuters article by Linda Stern
The 85-year-old Palo Alto patriarch has turned helping his 10 grandchildren into a hobby that has paid off for multiple generations.
Read More...Before You Say “I Do”: Money & Marriage Exercise 5
My wife and I have six of our eight grandparents who are living well into their 80s and 90s.
Read More...Reconciling Couples’ Money Differences
Many couples have significant issues about money. Many people’s beliefs are holding them back from enjoying life to its fullest potential. Make sure someone asks you the right questions.
Read More...Before You Say “I Do”: Money & Marriage Exercise 2
Begin by reflecting on this question: “Imagine you are financially secure, that you have enough money to take care of your needs, now and in the future.
Read More...Before You Say “I Do”: Money & Marriage Exercise 1
Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains.
Read More...A Client Process Everyone Can Understand
If you had the services of a financial advisor working for you, what would you want them to work on?
Read More...Women are more afraid of becoming “bag ladies” than men
Women are more afraid of becoming “bag ladies” than men, and it makes them approach investing and saving for retirement differently, assuming they have managed to tackle either of those chores.
Read More...Countering Resistance
Client resistance is an inevitable part of the financial planning process. It’s a sign the advisor is doing his or her job.
Read More...Video: Marotta on Money
Marotta On Money is a weekly financial column and daily financial blog about the comprehensive wealth management small changes that have a large effect over time.
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Read More...Radio: Grow Rich Slowly: The Four Secrets of an Automatic Millionaire
Listen to David John Marotta’s interview on growing rich slowly: the four secrets of an automatic millionaire
Read More...Best Marketing for a Small Business
For a small business, marketing and advertising seeks an answer to the question “How will prospective customers find me?” Most small businesses would benefit from enhancing their website presence by blogging and social media connections.
Read More...Kiplinger-NAPFA Jump-Start Your Retirement Plan
Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) to bring you FREE, personalized financial advice as part of Kiplinger’s 11th annual Jump-Start Your Retirement Plan Days.
Read More...Rich Dad, Planning Daughter
My money has value because I have values my money helps me achieve. In this season of New Year’s resolutions and old year evaluations, treat your imagination with the question: What’s the money for?
Read More...David John Marotta: Employing others as renewable charity
As we kept our spending frugal we gained enough margin to start businesses and employ people. And as employees find their area of genius, they help others through their productive work.
Read More...Martha Schilling: Money can work for you
I realized that compounding was an awesome concept. Today those initially piddling amounts have grown to provide an enviable cash flow that allows me to live well and give to worthy causes.
Read More...Austin Johnston: A Sense of Independence
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.
Read More...Krisan Marotta: Creating Family Memories
When our children were young, we decided to budget for memory making. Birthdays, holiday celebrations and family vacations became our primary memory making tools. We invested in birthdays.
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