How To Prepare For The “Coming Financial Apocalypse”
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You should be just as prepared for the possibility that the world as we know it is not ending.

Is It Really Time To Get Out Of The City?
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Should I fear panicked looting and riots when the food distribution fails?

Five Things More Important Than Politics
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This holiday season, remember to cherish the important values of life.

Is A Financial Apocalypse Coming?
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Should you buy as much gold as you can get your hands on?

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

Brain Trust: 100 Ivy League Business & Entrepreneurship Courses You Can Take for Free
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Web-based MBA programs have become increasingly popular among working professionals, who are balancing work, school and other life obligations.

Making Peace with your Money Past
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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.

One Successful Way To Find Happiness
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Some struggles are inevitable, but others are decided by who you marry. This kitten married well.

Help Recent Graduates Find a Fulfilling Career
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This kitten knows his area of genius. Be more like this kitten.

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

Welfare Prevention Is Financial Planning
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This kitten is willing to ask for help. Be more like this kitten.

Financial Planning Lessons from Downton Abbey: Part 2
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Lord Grantham, the master of Downton Abbey, continues to offer insightful financial lessons as he bumbles his wealth management responsibilities.

Financial Planning Lessons from Downton Abbey
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As a financial advisor, season 3 of Downton Abbey has become the most interesting as deep-level financial tension has begun to infiltrate the Crawley family drama.

Financially Savvy Kittens on Retirement Planning
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This kitten knows how to retire. Be more like this kitten.

Financially Savvy Kittens on Goal Setting and Keeping
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This kitten boldly shares her goals with others. Be more like this kitten.

The 10 Worst Communication Mistakes For Your Career
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And “The Top 6 Communication Skills That Will Get You Promoted”

Financially Savvy Kittens on Value Wealth Management
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This kitten aligns her finances with her values. Be more like this kitten.

Success and Significance in Retirement
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Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life.

Old Abe’s Thanksgiving Proclamation
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I do, therefore, invite my fellow-citizens in every part of the United States, and also those who are at sea and those who are sojourning in foreign lands, to set apart and observe the last Thursday of November next as a Day of Thanksgiving.

Free Printable Online Crossword Puzzle
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Want to try your hands at our latest advertising campaign. Print your own copy of our crossword!

$ ?s: Social Security Earnings Test Limits for 2012
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Despite being told on the Social Security website that you will lose benefits, those who go back to work will earn a higher benefit in the future and will make up for their penalized earnings.

Suddenly Wealthy
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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.

Ten Life Planning Lessons – Wealth Management Carnival #2
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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.

You Need Life Planning
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Quote from David John Marotta on why you need life planning.

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.

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.”

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.

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