Family Affair
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Father George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.

Stop Telling Yourself These Three Financial Lies
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Most of us rationalize why we can’t get our finances together right now. Many Americans prolong these excuses during their entire working careers. Here are three lies you must stop telling yourself in order to build a solid financial foundation.

The Wealth Blueprint for Financial Success
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I was asked to speak at the Leadership Development Center at the University of Virginia’s EAN Annual Conference on Thursday, August 4th 2001. I’ve collected links to all the resources I mentioned in that talk here in one place.

Aligning Your Money and Your Values
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The old saying is true: Money can’t buy happiness. Families earning $25,000 a year overspend trying to keep up with those making $50,000, who in turn attempt to live like those making $100,000. For many families the lure of consumerism wins out over qualities like foresight and patience that saving requires.

Video: Comprehensive Wealth Management: Life Planning, Part 1
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

The Poorhouses of “A Christmas Carol”
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“It is not enough to seize power or to change wherein society power lies. With power must come an inner sense of connection to others.”

The Two Portly Gentlemen Are Entrepreneurial Philanthropists
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The two men see opportunities and the risk excites them. Even soliciting funds for the poor is an integral part of their entrepreneurial spirit.

Life Planning Part 3: Twenty-Four Hours to Go
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Imagine that your doctor shocks you with the news that you only have 24 hours to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What did you miss? Who did you not get to be? What did you not get to do?

Life Planning Part 2: Just a Few Years Left
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“Imagine that you visit your doctor, who tells you that you have only 5-10 years to live. You won’t ever feel sick, but you will have no notice of the moment of your death. What will you do in the time you have remaining? Will you change your life and how will you do it?”

Life Planning Part 1: Plenty of Money
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Life planning takes a holistic look at what you truly value. And for most people, their life is more important than their money. Only after exploring your life goals can you structure your finances to help you realize your dreams.

Video: Comprehensive Wealth Management: Life Planning, Part 8
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 3
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 9
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 4
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 6
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 2
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 5
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 10
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 7
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Marley’s Ghost Was Haunted by Regret
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Misers may sleep well tonight, but they won’t eat well in 20 years.

Financial Resolutions for the New Year – 2009
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Every year many of us make New Year’s resolutions and then can’t follow through because we claim we’re too busy.

A Christmas Sermon
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Christians celebrate the birth of Jesus on Christmas Day. But for too many of us, it’s the season that unravels the careful financial planning of the previous 11 months. So this year, instead of trading your financial goals for a mountain of gifts and debt, take a moment to contemplate how a spiritual perspective can help you put your wealth in perspective.

Financial Time Perspective
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Philip Zimbardo’s latest book, “The Time Paradox” suggests that understanding your own time perspective may help you unlock the secrets of financial freedom. In other words, how we think determines who we are and what we do.

Scrooge’s Former Boss Fezziwig Is a Nester
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Scrooge’s riches did not make him happy. Fezziwig’s celebration did not make him poor.

Financial Planning Begins with Spiritual Values
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Financial planning is the process of aligning your financial choices with your life passions. Values transcend the cash and the numbers.

Belle Didn’t Really Love Scrooge
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Belle measures Ebenezer’s love for her by what he spends on her directly. Investments count for nothing.

Why is Bob Cratchit So Poor?
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At first glance, this story fills us with pity for the Cratchit family, always struggling to make ends meet. But is that the true story?

You’re Fired! Now Get to Work!
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“You’re fired!” can be an opportunity to work for yourself. But the best two words you might hear are yourself saying, “I quit.” Working for yourself is risky and frightening, but the financial freedom and opportunities you gain are significant.

How to Live on 24 Hours a Day
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Don’t put off the things that truly matter to you until you have more time. You will never have any more time than what you are given each day.

Maintain Financial Balance When in Business
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Running a small business requires financial balance. Here are ten rules.

Financial Resolutions for the New Year – 2004
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Keeping a budget works like a diet. Some diets require you to write down everything you eat and count calories, shares, ranking, or other food units. It makes eating more painful, causing you to eat less.

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