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Social Security: Reviewing Spousal Benefits with Martha Jefferson
on October 11, 2012
with 2 Comments
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
on October 10, 2012
with No Comments
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)
on October 9, 2012
with No Comments
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
on October 9, 2012
with No Comments
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.
Romney’s Return Suggests He Paid 57.9% in Taxes and Gifts to Charity
on October 8, 2012
with 22 Comments
Much has been made about Mitt Romney’s tax returns. Reviewing them clarifies both public policy and personal wealth management. A quick calculation assumes their overall tax rate was 14.1%. But this number is highly misleading.
Romney’s Tax Returns: A Stellar Example of Citizenship and Generosity
on October 7, 2012
with No Comments
The Romney’s generosity and tax burden is hardly the example of greed and avarice that advocates of greater government would have us believe.
Inverview with George Marotta: Stanford’s Hoover Institution on War, Revolution and Peace
on October 6, 2012
with 1 Comment
Interview with George Marotta on his time at Stanford’s Hoover Institution with Miilton Friedman, Thomas Sowell and Edward Teller.
How Should I Go About Picking Conservative Investments for My 401(k)? ($ ?s)
on October 4, 2012
with 2 Comments
As you get closer to the hole with each shot (this could be too much of an assumption for those hack like me) you can focus on precision over power.
Not Having an Estate Plan — Mistake #1
on October 3, 2012
with No Comments
The worst thing you can do is to do nothing at all and assume everything will pan out in the end. No matter how much (or how little) money you have, you need at least a simple will.
Why Invest in the Emerging Markets?
on October 2, 2012
with No Comments
Four reasons not to abandon a brilliant allocation that includes emerging markets simply because of short term fluctuations.
How Much Should I Have Saved Toward Retirement?
on October 1, 2012
with No Comments
Measuring progress regularly on the path toward retirement is critical. Fall too far behind, and you risk not being able to save enough to catch up. There is no downside to arriving early.
Financial Tips – Wealth Management Carnival #3
on September 29, 2012
with 5 Comments
This week’s Carnival is an eclectic mix of tips, tricks, and advice about everything from teaching children about money, to credit cards, to tips for students, to ideas on spicing up your work life.
Vote Marotta As the World’s Next Great Investing Columnist on WSJ’s MarketWatch.com
on September 29, 2012
with No Comments
MarketWatch is seeking a top-notch writer who will bring a fresh perspective on money to the world’s investors. We believe that fresh perspective ought to include the idea of freedom investing.
Radio: What is Social Justice?
on September 28, 2012
with No Comments
Is Social Justice
an expression of good will towards the less fortunate -OR-
a principle that rewards should be determined by political power?
$ ?s: Social Security Earnings Test Limits for 2012
on September 27, 2012
with No Comments
Despite being told on the Social Security website that you will lose benefits, those who go back to work will earn a higher benefit in the future and will make up for their penalized earnings.