Is economic freedom related to other kinds of freedoms? Does economic freedom affect personal choice?
Read More...Video: Even the Beatles were against highly progressive taxes!
Let me tell you how it will be: There’s one for you, nineteen for me. Should five per cent appear too small, Be thankful I don’t take it all.
Read More...Video: How to Check Up On Your Charity
Maybe it is time you checked up on your favorite charities before making your next gift.
Read More...Deck the Halls with Macro Follies
Will millions of middle income consumers spending $2,200 each have a greater stimulus than thousands of small business entrepreneurs saving and investing $100,000 each in new ventures? You decide after watching this holiday video from EconStories.
Read More...Last Chance for a Roth Conversion during 2012
While Roth conversions will be advantageous for some next year, they are advantageous for nearly everyone in 2012.
Read More...Video: From Poverty to Prosperity: A Pursuit of Personal Achievement
Though imperfect at best, the record of immigrants striving to reach our shores proves that are forefather’s defense of free enterprise created a fertile soil for human flourishing.
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Video: An Appeal for Free Enterprise
Since the time of Adam Smith, free enterprise has always needed defenders. Though imperfect at best, the record of immigrants striving to reach America’s shores proves that our forefathers’ defense of free enterprise created fertile soil for human flourishing.
Read More...Video: “Don’t Eat Your Dog: The Surprising Moral Case for Free Enterprise”
I am always amazed at the power of a good story. A good story teller will always have more influence than encyclopedia of powerful data points. Politicians understand this concept better than most, which is why they spend time talking about people.
Read More...Video: How to Find a Financial Advisor by SmartMoney.com
Experts Explain: Finding a Financial Advisor. How to find the right person to help manage your money.
Read More...Video: The Benefits of Having a Financial Advisor
If you want to get in shape and need push in the right direction, you hire a personal trainer. If you want advice and a push in the right direction to be in good financial shape, hire a financial advisor.
Read More...Video: Marotta on Money
Marotta On Money is a weekly financial column and daily financial blog about the comprehensive wealth management small changes that have a large effect over time.
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Read More...Video: Comprehensive Wealth Management
Comprehensive wealth management is based on the idea that small changes in our finances can have large effects over long periods of time. These changes can make the difference in achieving our life goals.
Read More...Video: Where Do You Invest? Learn All Six Asset Classes
Most investors invest in only one and a half of the six asset classes. Learn where to invest in all six and how to tilt in each to over-emphasize appropriate categories.
Read More...Video: Even Investment Losses Can Save You Money
In the process of building wealth, saving a penny on your taxes is just as important as earning a penny in the markets.
Read More...Video: Gifting Appreciated Securities Can Save You Money
Americans are a generous people, and the end of the year is the time of year when most people do their charitable giving.
Read More...Video: The Dangers of Immediate Fixed Annuities
The returns offered by immediate fixed annuities aren’t as good as they sound. The sleight of hand in this case is the immediate loss of 100% of your principal. They are fixed for you to lose and the insurance company to win.
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Video: Comprehensive Wealth Management: Life Planning, Part 1
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.
Read More...Video: How Your Children Can Win the Stock Market Game
Good things do come from France. Frenchman Antoine Deneriaz captured Olympic gold in the men’s downhill skiing event beating out favorites Austria’s Michael Walchhofer and America’s Bode Miller. His win meant flying madly off jumps and being determined to finish first or break every bone in his body. Your investments shouldn’t be like that.
Read More...Video: Personal Debt – The Borrower Becomes The Lender’s Slave
They say that as long as Americans keep spending, the economy will be strong and unemployment will remain low. “Spend now and pay later” is poor personal policy.
Read More...Video: The Four Deadly Sins of Investing
In both good times and bad times, investing is really about managing your emotions. If you want to be an investor, you have to grow to understand not only the relationship between risk and return, but also your own reaction to it.
Read More...Video: The Dangers of Immediate Fixed Annuities
The returns offered by immediate fixed annuities aren’t as good as they sound. The slight of hand in this case is the immediate loss of 100% of your principal. They are fixed for you to lose and the insurance company to win.
Read More...Video: University Students and Credit Cards
Every University student knows they should have a credit card. You have to have a second form of ID on many financial transactions. You have to have one to establish good credit. And, the more you use them, the more you will accrue bonus points toward cash, mileage credits and various “free gifts”. P.T. Barnum said, “There’s a sucker born every minute.” But it doesn’t have to be you.
Read More...Video: How to Get Out of Debt, Part 1
Everyone knows a family with financial debt. Stop the bleeding. Apply emergency medicine.
Read More...Video: Family Budgeting
Every year problems of debt and overspending frustrate millions of families. The problem has little to do with income, a lot to do with spending. Spending less than you earn is the essential foundation that creates the capital for investing and wealth building.
Read More...Video: Comprehensive Wealth Management: Life Planning, Part 8
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.
Read More...Video: Comprehensive Wealth Management: Life Planning, Part 3
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.
Read More...Video: Comprehensive Wealth Management: Life Planning, Part 9
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.
Read More...Video: Comprehensive Wealth Management: Life Planning, Part 4
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.
Read More...Video: Comprehensive Wealth Management: Life Planning, Part 6
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.
Read More...Video: Comprehensive Wealth Management: Life Planning, Part 2
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.
Read More...Video: Comprehensive Wealth Management: Life Planning, Part 5
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.
Read More...Video: Comprehensive Wealth Management: Life Planning, Part 10
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.
Read More...Video: Comprehensive Wealth Management: Life Planning, Part 7
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.
Read More...Video: Health Savings Accounts
Employers and employees alike are feeling the squeeze of swelling health care costs. According to the Kaiser Family Foundation, health insurance premiums have risen at an average rate of 12 percent per year since 2000. Unable to keep up with rising premiums, employers are forced to pass on costs to employees, to trim benefits, or worse yet, to dump the coverage all together.
Read More...Video: A Roth Conversion Makes Cents
There are years and situations when a Roth conversion is not appropriate, but they are often surrounded by years when it should be considered.
Read More...Video: Squirrel Away Money While You Can
In 1985, an MIT professor won the Nobel Prize for a simple technique that squirrels have known intuitively from birth — you have to “squirrel” away some nuts during times of plenty so you can survive during times of scarcity.
Read More...Video: Small Business Owners Benefit Most from Tax Planning
Small business owners enjoy more flexibility when it comes to tax maneuvering. That’s why tax planning is especially important for small businesses. Whether your business employs one employee or one hundred employees, last-minute tax moves can save you money, if you act before the end of the year.
Read More...Video: Year-End Tax Planning Could Significantly Save You Money
Even if you didn’t make a penny more next year, how can you have more dollars for next year’s holiday
season? Reduce your taxes. Between now and the end of the year there are several last-minute tax moves that may save you significant amounts of money. After January 1st, there’s little to do but pay-up.
Video: College Planning is Worth a Million Bucks
Four-years of college currently cost $60,000 at a public university. In eighteen years, it may cost more than $145,000. To stay ahead of rising tuition costs, you should plan ahead and save early. Tax-favored 529 accounts can help you provide an excellent college education for your children and grandchildren.
Read More...Video: Be Smart When You Roll Over Your 401(k)
There are few better investment returns than an employer’s matching contribution made to your 401(k). But after you retire or leave that company’s employment, you should almost always roll your 401(k) into an IRA for better investment choices. Being smart by rolling over your 401(k) can pay dividends for decades.
Read More...Video: Timing the Market Isn’t All Fun and Games
Market timing is the attempt to switch a significant portion of your assets between different types of investments in an effort to maximize profits. If this is your investment strategy, good luck, because you’ll need it.
Read More...Video: The 5 Most Important Documents to Have
Communicating honestly about your finances with your family and putting your estate in order passes on a legacy of foresight and financial wisdom that will help generations to come.
Read More...Video: How to Avoid Higher Cost Mutual Funds
Investing in some mutual funds is like buying a $3 candy bar and paying $5 shipping and handling. All mutual funds are not created equal, and you can boost your returns by doing a little homework before writing a check.
Read More...Video: Roth Segregation Part 1: IRA Tax Law
A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
Read More...Video: Roth Segregations
A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
Read More...Video: Roth Segregation Part 2: Implementation
A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
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