Earn more money! A simple way toward building wealth
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More advisors are coaching clients on how to earn more income.

Stable Value Funds Serve Investors But Scare Plan Sponsors
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During the 2007 – 2009 financial crisis, many stable value funds were on the brink of disaster due to risks that were unknown to the average investor.

Doctors need financial planning help, too…
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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.

Consider Refinancing With A No-Closing-Cost Loan
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Out-of-pocket closing costs are a big deterrent to would-be refinancers. Is it better to stay with the higher rate or get the lower rate and pay the closing costs?

Protecting Your Parents: Keep the Sharks at Bay
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Make sure that Mom and Dad have a family member and a fiduciary advisor watching out for their finances.

What Is Comprehensive Wealth Management?
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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.

$ ?s: College Grads Must Decide: Retire Debt or Retirement?
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Saving for your retirement by ignoring your high-interest debt burden is an exercise in futility.

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

David John Marotta an Article Competition Finalist
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David John Marotta’s article “Ten Questions to Ask a Financial Advisor” was a finalist in the fi360 2012 Article Competition.

Self-Employed Retirement Plans: Solo 401(k) versus SEP IRA (2012)
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The SEP IRA and solo/individual 401(k) are the two most common retirement plans chosen by successful self-employed people due to their high contribution limits.

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

Social Security Loopholes: “File and Suspend”
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Many higher earning husbands base their filing date decision based on their own life expectancy, which is a mistake. They should rather be asking the question, “What benefit do I want to leave my wife?”

Win the lifelong battle against procrastination and laziness
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“If you want an extraordinary career, stop procrastinating.”

Subscribe so you won’t miss a single Wealth Management Carnival!
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Subscribe so you won’t miss a single Wealth Management Carnival!

George Marotta featured in Reuters article by Linda Stern
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The 85-year-old Palo Alto patriarch has turned helping his 10 grandchildren into a hobby that has paid off for multiple generations.

Before You Say “I Do”: Money & Marriage Exercise 5
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My wife and I have six of our eight grandparents who are living well into their 80s and 90s.

Before You Say “I Do”: Money & Marriage Exercise 4
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Many people turn to religion when defining these shared values.

Reconciling Couples’ Money Differences
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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.

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

Before You Say “I Do”: Money & Marriage Exercise 1
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Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains.

A Client Process Everyone Can Understand
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If you had the services of a financial advisor working for you, what would you want them to work on?

Schwab: What does Total Capital Gains mean under Income Summary
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On my Charles Schwab Statement, what does “Total Capital Gains” mean under Income Summary?

Radio: Grow Rich Slowly: The Four Secrets of an Automatic Millionaire
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Listen to David John Marotta’s interview on growing rich slowly: the four secrets of an automatic millionaire

$ ?s: How to rake in millions by running your own investment fund
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You have now created an efficient money-generating machine, and you should start enjoying your success.

Kiplinger-NAPFA Jump-Start Your Retirement Plan
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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.

Our goal for Marotta On Money in the new year of 2012
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As part of the Yakezie Alexa Ranking Challenge we are offering premium content to new subscribers in order to boost our Alexa ranking. Be part of helping Marotta On Money grow its reach by sending other to take advantage of this offer.

Rich Dad, Planning Daughter
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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?

David John Marotta: Employing others as renewable charity
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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.

Martha Schilling: Money can work for you
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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.

Austin Johnston: A Sense of Independence
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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.

Krisan Marotta: Creating Family Memories
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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.

Megan Marotta: Feeding Others.
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What is my favorite thing I’ve done with money? Feed others.

Kathleen M. Rehl: Helping widows move forward on their own
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I recently established the “Moving Forward On Your Own,” charitable gift fund, which benefits widows and their families.

Bob Arms: Encourage those who serve our country
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“One of the young men was leaving for Afghanistan the next day.”

What was Wrong with Tiny Tim?
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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.

Rich Dad, Rich Son, Rich Granddaughter
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George Marotta, also known as “Papa” to me, is quite a fount of wisdom and knowledge. In this post, I give you Papa Marotta and a little bit of wisdom I managed to get him to share on grandchildren.

Leah E. Hughes: Staying calm when markets are in turmoil
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I can’t control the markets, but I can focus on what is important.

Jennifer Lazarus: Magnify the impact of our money
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We’ve made contributing to microfinance a part of our annual charitable giving and in lieu of gifts to one another.

Scott Leonard: Purchase the property used for the business
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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.

Rich Dad, Empowered Daughter
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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.

Manisha Thakor: The Joy of Sleeping Well At Night
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“Sleeping well at night knowing our household is 100% debt free is truly priceless.” – Manisha Thakor, personal finance expert & author.

Holly P. Thomas: View from the Porch
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“Sunrises in my rocking chair, sipping coffee and watching the fog unveil each day.”

A Wealth of Satisfaction
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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.

David John Marotta: Solve the problems which money can solve
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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.

Matthew Illian: Spending money never tasted so good
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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.

What is one of your favorite things that you’ve been able to do with your money?
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Perhaps one of the most important parts of wealth management is learning what questions are worth asking.

Rich Dad, Thankful Daughter
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Often times I wouldn’t buy for myself what my parents thought was needed. Items my parents thought were essential for me to own were purchased by them.

Building A Rich Defense
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Multifamily offices and private banks see an increasing need for self-defense programs that help protect their wealthy clients.

Third Quarter 2011 in Review
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A collection of articles from and about third quarter 2011.

Wealthy Kids In Trouble
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Children of the rich and famous are not immune to the temptations and foolish behavior that sometimes plague the rest of this generation’s youth.

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