September 28, 2016

Wealth Management Is In Your Control

latte

Many feel helpless to direct their own success, but nothing could be further from the truth.

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Narrowly Framed Questions Fail to Meet Life Goals

Narrowly Framed Questions Fail to Meet Life Goals

Purchasing investment products in isolation from the larger context of your specific situation is like pushing random buttons on a vending machine in order to provide a Thanksgiving dinner for your family.

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The Happy Habits of Appreciation and Gratitude

The Happy Habits of Appreciation and Gratitude

Life planning begins as thoughts and ultimately shapes our entire destiny.

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A Year of Financially Healthy Habits

Perpetual Calendar

It is the season of spring cleaning, so here’s a calendar of ways to clean up your finances one step at a time.

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Six Creative Beneficiary Designation Ideas

Six Creative Beneficiary Designation Ideas

These are just some examples of the creative beneficiary designations, but the important part is to dream big about what your wishes are.

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What Games Can’t Teach You About Investing

What Games Can't Teach You About Investing

Many people are first exposed to investing in grade school through a very simple game. Unfortunately, this game teaches all the wrong lessons.

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Mailbag: How Much Cash Should I Keep For An Emergency?

Mailbag: How Much Cash Should I Keep For An Emergency?

Being prepared is always a good idea, but so is knowing the costs associated with being prepared.

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Seven Reasons Your Retirement Might Fail

Seven Reasons Your Retirement Might Fail

“In 34 years as a financial advisor, he has seen many people flunk retirement, but investment performance has never been the cause.”

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Healthy And Wealthy Adds A Decade To Your Life Expectancy

Healthy And Wealthy Adds A Decade To Your Life Expectancy

The national average life expectancy is not a good measure for our clients’ life expectancy. That means planning beyond ages 82 and 85.

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How to Keep Your Identity Safe Online

How to Keep Your Identity Safe Online

Here are some rules for handling your digital security.

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Managerial Lessons from Game Mastering

Managerial Lessons from Game Mastering

Pen-and-paper roleplaying games have a lot of unique lessons to offer, particularly for policymakers and managers.

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The Complete Guide to Automating Your Savings

The Complete Guide to Automating Your Savings

After automating your entire investment plan, you can save and invest without even having to watch.

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Radio Interview: Ideas for Success

Rocket Flight

David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing success, and how to structure your life for greater chances of success.

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Schwab Intelligent Portfolios: Services Not Provided

Schwab Intelligent Portfolios: Services Not Provided

A computer algorithm cannot help you with these things.

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Get Your Estate Plan In Order – Even if You’re Only 26

Woman near campfire

Today’s question: What if something happens to me and I am not able to make decisions for myself?

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What Investors Really Want

What Investors Want

“In reflecting on our experiences as advisers and investors, we’ve come up with what we believe are the key and often unspoken wants and needs of our investors.”

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Five Principles Of Spending

Principles of Spending

How to judge if your money was well spent.

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Ten Red Flags Of Emails Trying To Steal Your Identity

Fraud pretending to be from Paypal

Eternal vigilance is the price of liberty.

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The Drive of the Lottery

The Drive of the Lottery

The lottery is based on the most powerful way to motivate people and change their behavior: a variable reward in response to a specific behavior.

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The Mindset of the Lottery

The Mindset of the Lottery

The classic conversational pastime of answering the question, “What would you do if you won the lottery?” could help you or it could hurt.

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Chipotle’s Wisdom

Chipotle line

These quotes are provocative for what they say about us as Americans.

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Newlywed To Do List

Rush Hour

While you know about the duplicate wedding gifts to exchange or return, and your mother is reminding you to finish writing Thank You notes, you might not remember all the other things you need to do.

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Facebook’s And Your Negative Feelings

Thumbs Down

In truth, the best way to mollify negative feelings might be to give up your Facebook account entirely.

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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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