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Our Articles

Fact-Checking Romney-Ryan: Does the Math Add Up?
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Does flatting and reducing the top rates by 20% and eliminating deductions collect the same amount of tax?

Radio: Which Presidential Candidate Really Favors Small Business?
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David John Marotta was featured on radio 1070 WINA’s Schilling Show on October 9, 2012 discussing politics and the upcoming election, focusing on small businesses and their tax burden.

Video: An Appeal for Free Enterprise
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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.

Marshmallows and Investing?
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Parents take note: Research on delayed gratification shows connections from children through adulthood.

Failing to Name Beneficiaries on Retirement Accounts and Insurance Policies–Mistake #3
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It may surprise you that proceeds from retirement accounts and insurance policies are not divided according to the terms in your will. Instead, these assets pass directly to the beneficiaries you named on the account.

Small Business Taxes Analysis Requires Marginal Not Effective Rate
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Just over 12% of small business tax returns had gross receipts over $250,000. Their marginal tax return is the highest and tax changes to this group is what has the greatest effect on employment.

Obama vs. Romney — Which Presidential Candidate Favors Small Businesses?
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Two critical questions were raised during the first presidential debate: Are small businesses important to American’s prosperity? And if they are, which candidate will unleash that engine of economic growth and employment? Fact-checking the candidates offers a clear answer.

Four Critical Statistics for Small Business Employment
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Disparaging the entrepreneurial growth of small businesses as trickle-down economics misses the shower of prosperity.

Mailbox: Disturbed by Romney’s Tax Computation in California
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Personally I think it is a mistake to value supporting the government (taxes) higher than supporting society (charitable giving).

Budgeting – Wealth Management Carnival #4
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This week’s Carnival is centered around Budgeting. How do you budget — or do you budget? Do you keep up with your money down to the penny, or do you have broad categories and a ballpark idea of how you’re doing?

Video: “Don’t Eat Your Dog: The Surprising Moral Case for Free Enterprise”
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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.

Social Security: Reviewing Spousal Benefits with Martha Jefferson
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Q: My husband Thomas is four years older than me and plans to delay filing for his larger Social Security benefit until age 70 when he will receive $2,600 a month. My personal benefit starts at $600 beginning at age … Read More

Assuming a Will is All You Need–Mistake #2
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No matter your age, in addition to a will, you need two additional documents.

Tax Free $$ for Life (And We’re Not Selling Life Insurance)
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You are invited to a NAPFA Consumer Education Foundation event at 5:30pm on Thursday Oct. 18th at the Charlottesville Senior Center.

Tax Records Show Republicans Are Overly Generous, Democrats Are Excessively Stingy
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The hypocrisy of candidates who pretend to be generous with other people’s money while purposefully characterizing those who are actually generous destructively is an issue worthy of consideration when you vote.

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