May 24, 2013

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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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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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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Before You Say “I Do”: Money & Marriage Exercise 5

Wedding Rings and Money

My wife and I have six of our eight grandparents who are living well into their 80s and 90s.

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Before You Say “I Do”: Money & Marriage Exercise 4

Bride & Groom -Sunset Kiss

Many people turn to religion when defining these shared values.

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Reconciling Couples’ Money Differences

Mars and Venus

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.

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Before You Say “I Do”: Money & Marriage Exercise 2

Bride & Groom -Sunset Kiss

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.

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Before You Say “I Do”: Money & Marriage Exercise 1

Wedding Rings and Money

Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains.

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A Client Process Everyone Can Understand

Wealth Management Process

If you had the services of a financial advisor working for you, what would you want them to work on?

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Radio: Grow Rich Slowly: The Four Secrets of an Automatic Millionaire

Marotta on the Radio

Listen to David John Marotta’s interview on growing rich slowly: the four secrets of an automatic millionaire

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Kiplinger-NAPFA Jump-Start Your Retirement Plan

Kiplinger 2012-01-12

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.

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Rich Dad, Planning Daughter

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?

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David John Marotta: Employing others as renewable charity

David John Marotta

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.

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Martha Schilling: Money can work for you

Martha Schilling

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.

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Krisan Marotta: Creating Family Memories

Krisan Marotta

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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Megan Marotta: Feeding Others.

Megan Marotta

What is my favorite thing I’ve done with money? Feed others.

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Kathleen M. Rehl: Helping widows move forward on their own

Kathleen Rehl

I recently established the “Moving Forward On Your Own,” charitable gift fund, which benefits widows and their families.

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Bob Arms: Encourage those who serve our country

Bob Arms

“One of the young men was leaving for Afghanistan the next day.”

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What was Wrong with Tiny Tim?

Tiny Tim

Other than Ebenezer Scrooge in Dickens’s story “A Christmas Carol,” Tiny Tim is certainly the most memorable character. Dickens used the boy in the story to soften the hearts of both Scrooge and his readers toward the worthy poor.

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Leah E. Hughes: Staying calm when markets are in turmoil

Leah Hughes

I can’t control the markets, but I can focus on what is important.

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Jennifer Lazarus: Magnify the impact of our money

Jennifer Lazarus

We’ve made contributing to microfinance a part of our annual charitable giving and in lieu of gifts to one another.

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Scott Leonard: Purchase the property used for the business

Scott Leonard

The best money decision I have made is purchasing the property I use for my business. The advantages are far greater than those of owning vs. renting a home.

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Rich Dad, Empowered Daughter

How to Give Your Child Good Gifts

With impulses reeling, it is easy to find a gift that children will appreciate but difficult to find one that they will love to have. The gifts that I loved to have and the presents that I still cherish are the vocational gifts that my parents purchased for me.

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Manisha Thakor: The Joy of Sleeping Well At Night

Manisha Thakor

“Sleeping well at night knowing our household is 100% debt free is truly priceless.” – Manisha Thakor, personal finance expert & author.

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Holly P. Thomas: View from the Porch

Holly P. Thomas

“Sunrises in my rocking chair, sipping coffee and watching the fog unveil each day.”

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A Wealth of Satisfaction

Purple Grape Vine

True life planning begins when you realize you are unique. There will never be another you in the history of the universe. Your calling is yours alone. Understanding yourself is the first step in managing your financial affairs to support your life plan.

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David John Marotta: Solve the problems which money can solve

David John Marotta

Even though money was tight, having margin in our budget for unknown unknowns kept us from punishing a student simply because they lacked experience bidding painting jobs.

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Matthew Illian: Spending money never tasted so good

Matthew Illian

Just a few weeks ago, my wife and I were going to join a diverse group of friends for dinner. My wife said we would bring dessert but on the day of the event, there was no time for baking.

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