Articles

This series of blog posts were intended to be a more reasoned reply to a complex issue.

Most Americans have a home mortgage. The rich often have two.

Getting out of debt is the first step to building real wealth.

Fun first. Freedom first. Innovation first. Financial goals first. But not safety. No one says, “That looks safe; I wonder if it is fun.”

“Inheritance, almost uniquely, has the ability to anger both those who believe in equality of means and those who believe in equality of outcome.”

Before a grandmother passes away, both her sons predecease her. Left with only her daughter and grandchildren, depending on her titling one of three things may happen.

Does it actually make sense that people should buy annuities as much as conventional wisdom says?

The study also found that when wealthy people are heavily clustered in a neighborhood, their generosity drops.

“They don’t deserve it!” is the most common complaint. And in most cases it’s true

This should not produce a hand-wringing vacillation between the two answers.

You may be a good candidate to become an angel investor if….

When I work my 9 to 5 job and earn a paycheck, I receive a paper certificate I can trade in for the real reward of my labor. But why do investors get a reward?

Retirement Planning is perhaps the single most important goal of comprehensive wealth management.

Investing a large lump sum amount into a college 529 savings plan using a special ‘5 year election’ can offer substantial tax savings.

David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing Obamacare and the healthcare law’s trickle-down effect.