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Our Articles

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.

Radio: 2010 Investment Review
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David Marotta discusses 2010 in review and the outlook for 2011.

Last Chance for a Segregated Roth Conversion
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You are a good candidate for a Roth conversion in 2010 if you expect your tax bill to be higher in the future.

Video: Financial New Years Resolutions
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Few of us are disciplined enough to accomplish all our resolutions without help.

Going John Galt
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If you’re not an economist, you may vastly underestimate the negative impact of taxes on the U.S. economy.

Video: Health Savings Accounts
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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.

Video: Roth IRAs Make Great Estate Planning Tools
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Bequeathing a Roth is much the same as setting up a lifetime tax-free stream of income for your heirs.

Video: A Roth Conversion Makes Cents
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There are years and situations when a Roth conversion is not appropriate, but they are often surrounded by years when it should be considered.

Radio: Going John Galt
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David Marotta discusses how the tax burden causes an incentive to earn less money.

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.

Video: Retirement Wisdom – Plan Ahead
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Most families have not planned for their retirement. They may save toward their retirement, but without a plan their saving is random and haphazard. Retirement decisions today can only be made in the context of accurate math projections that span … Read More

Best Christmas Presents
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You are guarding against deadweight loss when the recipient can exchange the gift or return it for cash.

Video: Squirrel Away Money While You Can
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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.

Fourteen Tax Management Techniques
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No one approaches financial planning with the goal of paying more taxes. Tax management, like all financial planning, is based on the premise that small changes made over time can achieve big goals.

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