April 24, 2014

Gift Tender Offers To Charity To Avoid Capital Gains Tax

Gift with Yellow Bow

This technique can avoid paying any tax, a savings worth up to 36.1%.

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Where Are You in the Financial Lifecycle?

financial lifecycle

This may be considered a get rich slowly article but it has more to do with learning to manage your resources and emotions around money.

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Make sure clients road-test retirement

Retirement Cake

“Ascertain whether they’re ready for changes in lifestyle and finances for the next stage of their lives”

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Develop A Network Of Friends In Retirement

Old Friends

Having community is important for a successful retirement. Men may find it requires more work to achieve.

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The Importance Of The Investment Policy Statement

Scarecrow overboard

Adherence to the fiduciary standard is all about process.

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Sensational Headlines Capture Nation’s Attention

Fox News 2013-12-26

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.

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How To Prepare For The “Coming Financial Apocalypse”

The Disaster Diaries by Sam Sheridan

You should be just as prepared for the possibility that the world as we know it is not ending.

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Is It Really Time To Get Out Of The City?

Burning cars

Should I fear panicked looting and riots when the food distribution fails?

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Five Things More Important Than Politics

Five important things

This holiday season, remember to cherish the important values of life.

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Radio: Holiday Travel and the TSA

Marotta on the Radio

What you should know about the TSA during holiday travel.

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Should I Be Storing Food, Water and Firearms?

Bullet Kit

Preparing for TEOTWAWKI is helpful for lesser emergencies.

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Marotta Family Recipes Published

Momma Jean’s Kitchen: Featuring Marotta Family Recipes

A celebration of both the joy of family and the comfort of Italian cuisine.

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Is A Financial Apocalypse Coming?

The Disaster Diaries by Sam Sheridan

Should you buy as much gold as you can get your hands on?

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How to Calculate An Advisor’s Value: Liability-Relative Optimizing

Chess White Queen

Planning on future cash needs allows you to use specific accounts for tax planning purposes.

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Money Management Lessons From a Relay Race

winning team

Money meditations from the finish line.

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Why People Like Tony Stark But Hate Real-Life CEOs

Iron Man and Tony Stark

Obnoxious, playboy Tony Stark, more commonly known as Iron Man, is admired by his fictional and real fans alike. Why not real life CEOs?

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Beneficiary Designations: Per Capita or Per Stirpes?

beneficiaries

Before a grandmother passes away, both her sons predecease her. Left with only her daughter and grandchildren, depending on her titling one of three things may happen.

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The Only Right Answer To “Debit or Credit?”

Debit or Credit?

“Debit or Credit?” is a trick question. There is only one right answer and it’s not the one that benefits the store whose asking.

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7 Things to Keep in Your Wallet & 6 Things to Leave at Home

Black Wallet

What should you keep in your wallet? And what precautions should you take in case it gets lost or stolen?

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Financial Bucket List

Bucket in Sand

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.

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The Worst Advice Given to Me

Worst Advice

Milestones in life encourage advice. In 2012, I graduated, got married, and started a job and then this year, I bought a house. I received a lot of great advice, but here is some of the worse advice I was given.

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Millionaires’ Biggest Financial Regret

Mansion

In a survey of millionaires’ top money regrets, the one that overwhelmingly prevails should not surprised us.

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Five Things Advisors Should Tell Clients About Retirement, But Often Don’t

5-things-advisors-should-tell-clients-about-retirement_t

“Retirement today is a lot like an iceberg, where 90 percent of what’s really taking place is below the surface.”

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Brain Trust: 100 Ivy League Business & Entrepreneurship Courses You Can Take for Free

BSchool.com

Web-based MBA programs have become increasingly popular among working professionals, who are balancing work, school and other life obligations.

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Life Planning Edition – Wealth Management Carnival #13

Carnival -Life Planning

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.

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Making Peace with your Money Past

money peace

Money plays such a personal role in our lives that most people learn early on to keep their financial affairs a secret. These shadows promote many different varieties of financial pathologies and distress.

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One Successful Way To Find Happiness

MarriedWell_t

Some struggles are inevitable, but others are decided by who you marry. This kitten married well.

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Help Recent Graduates Find a Fulfilling Career

AreaOfGenius_t

This kitten knows his area of genius. Be more like this kitten.

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Financial Advice for Recent College Graduates

Graduation Caps

Financial advice for college graduates is easy. Graduates street smart enough to take the advice is rare.

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10 Best Places to Retire Abroad

Costa Rica

If you like stable governments, low crime rates, socializing, great food, wine, culture and the dependability of developed countries, this list is for you

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More Than 25% of Americans Are Making a Financial Mistake

A Waste of Money

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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Welfare Prevention Is Financial Planning

AskForHelp_t

This kitten is willing to ask for help. Be more like this kitten.

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Financially Savvy Kittens on Retirement Planning

Financially Savvy Kittens on Retirement

This kitten knows how to retire. Be more like this kitten.

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Financially Savvy Kittens on Free Fun Games

This kitten knows how to have fun for free.

This kitten knows how to have fun for free. Be more like this kitten.

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Financially Savvy Kittens on Goal Setting and Keeping

This kitten boldly shares her goals with others.

This kitten boldly shares her goals with others. Be more like this kitten.

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Financially Savvy Kittens on Honoring the Budget

This kittens knows the difference between a want and a need.

This kitten knows the difference between a want and a need. Be more like this kitten.

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The 10 Worst Communication Mistakes For Your Career

Communcation

And “The Top 6 Communication Skills That Will Get You Promoted”

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Financially Savvy Kittens on Value Wealth Management

Financially Savvy Kittens on Value Wealth Management

This kitten aligns her finances with her values. Be more like this kitten.

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Success and Significance in Retirement

Sailboat to Money Island

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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Financially Savvy Kittens on the Definition of Success

BottomMeasurement_t

This kitten measures success from the bottom not the top. Be more like this kitten.

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Suddenly Wealthy

Windfall

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.

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10 Life Planning Lessons -Wealth Management Carnival #2

Carnival -Life Planning

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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Earn more money! A simple way toward building wealth

Coin Graph

More advisors are coaching clients on how to earn more income.

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Doctors need financial planning help, too…

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

Avoid Investment Fraud

Make sure that Mom and Dad have a family member and a fiduciary advisor watching out for their finances.

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What Is Comprehensive Wealth Management?

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.

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GiveBuddy.com – Dine and raise money for the organization you care about.

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.

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Our Highest Value to Clients

Wisdom

Wisdom is the ability to exercise good judgement in the fact of imperfect knowledge. Sometimes that means reframing the question.

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Win the lifelong battle against procrastination and laziness

Chariots of Fire

“If you want an extraordinary career, stop procrastinating.”

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George Marotta featured in Reuters article by Linda Stern

David and George Marotta

The 85-year-old Palo Alto patriarch has turned helping his 10 grandchildren into a hobby that has paid off for multiple generations.

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