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Our Articles

$ ?s: Timing Social Security for a Spouse
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Q: I was told that I would not be able to apply for spousal social security until my husband qualifies for social security. Should I keep working so I can collect my small social security payment or should I just wait for spousal payments at age 73?

Being Reasonable
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“One of an advisor’s greatest challenges? Directing client expectations – and meeting them with portfolio performance.”

Book Review: The Investment Answer
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When Gordon Murphy, an investment banking veteran, was told he only had six months to live, he decided to use his last days to write a book aimed at changing the way most individual investors think about investing.

Compute Your Net Worth Once a Year – 2012
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Computing your net worth annually is like taking a sextant reading to chart your course toward financial security. Net worth gives you a snapshot of how much money would be left if you converted everything you owned into cash and paid off all your debts.

IRA Required Minimum Distributions, Charitable Giving and Roth Conversions
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There are three IRA tax requirements and saving techniques which collided recently for a client. I found a solution.

$ ?s: Accessing 401(k) Funds When Disaster Strikes
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Q:What advice can you offer for how to go about accessing retirement funds after a hardship?

The Talmud Strategy
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“Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve.”

Your Portfolio Needs Rebalancing
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Most investors do not have a balanced portfolio. And by chasing investment returns they miss the easy money they could make from having a good asset allocation in the first place and rebalancing it periodically.

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.

$ ?s: The Quagmire of Socially Responsible Investing
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Q: I would like to see a portion of my investments make a difference in the world. Can you suggest an approach to socially responsible investing?

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.

Dangerous New Rules if You Use Average Cost Accounting for Mutual Funds
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New rules go into effect January 1, 2012 which change the way you need to compute the cost basis for mutual funds if you use average cost accounting. We recommend you change the method you use to something which allows better tax management.

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