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Avoid Bad Purchases
on April 23, 2013
with 2 Comments
This kitten buys the coat not the coal. Be more like this kitten.
NCEF Seminar in Charlottesville: “Tax Planning for Seniors”
on April 22, 2013
with 1 Comment
On April 25, David John Marotta discusses details of IRS form 1040 and other tax documents, how you can use your tax return to glean information about your financial habits, and ways to optimize your accounts.
IRA Cap Gives Rise to New Funding Strategies
on April 22, 2013
with 7 Comments
President’s proposal comes with silver linings for shrewd advisors
Is A $3 Million IRA Sufficient For Retirement?
on April 21, 2013
with 1 Comment
$3 million today has the same buying power as $500,000 in 1970.
Schwab VeriSign Security Measures
on April 20, 2013
with No Comments
As well as general online security, which includes a unique user name and password, and a system which locks you out if you guess the combination more than twice, Schwab has several optional verification methods.
Radio: Margaret Thatcher’s Economics
on April 19, 2013
with 2 Comments
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing Margaret Thatcher and her economics.
Ten Best Places to Retire Abroad
on April 18, 2013
with No Comments
If you like stable governments, low crime rates, socializing, great food, wine, culture and the dependability of developed countries, this list is for you
Medicare Advantage Plans: Are They For You?
on April 17, 2013
with No Comments
Those planning to enroll in Medicare have lots of homework to do. In this article I cover the essential benefits of Medicare Advantage which is the private insurance option for Medicare recipients.
How to Save for College
on April 16, 2013
with No Comments
These kittens have college savings plans. Be more like these kittens.
Tax Planning
on April 15, 2013
with No Comments
A dollar saved on taxes is worth more than a dollar earned. If you earn another dollar, they will just tax you again.
Is “Buy American” Un-American?
on April 14, 2013
with 4 Comments
America will continue to lose jobs where we don’t have a comparative advantage and gain jobs where we do. This change should be welcome.
Tax Season – Wealth Management Carnival #11
on April 13, 2013
with No Comments
With the federal tax filing deadline upon us, here are some articles on little-known tax tips, interesting facts, good advice, and general information about taxes. Some of these are applicable now, and some you might want to store away for next year.
Keep Working and Hire Financial Professionals
on April 12, 2013
with No Comments
For families with complexity to their finances, hiring a tax professional actually saves them money. Wealth managers bring benefit to such families in the same way.
Video: Even the Beatles Were Against Highly Progressive Taxes!
on April 11, 2013
with No Comments
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.
How Manipulations to the CPI Affect Your Retirement Planning
on April 10, 2013
with 2 Comments
Retirees must plan to supplement this slowly dwindling paycheck or risk having to make hard sacrifices during what is supposed to be their golden years.