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Our Articles

Radio: What is Social Justice?
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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
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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.

How are Foreign Stocks Doing Compared to Stocks in the United States? Fall 2012
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Sometimes the medium term trend seems to weigh more heavily in our minds than the long or short term trends.

How Much Should I Save Toward Retirement If I’m Starting Late?
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Knowing how much you should save for retirement is critical. But what if you are late getting started? The longer you delay, the shorter the time that compound interest can do its magic on your savings.

Inverview with George Marotta: NAPFA and Being a Fee-Only Fiduciary
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Inverview with George Marotta on NAPFA and being a fee-only fiduciary

$ ?s: How Do I Determine Which Debts I Should Pay Off First?
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Two proven methods to pay off your debts – with gusto. Say goodbye to the stress, ANXIETY and late fees.

Suddenly Wealthy
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Studies show that onetime windfalls can actually impoverish you. They make you feel rich, which inevitably leads to overspending. But wealth is what you save, not what you spend.

Public Funding for the Arts
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Many communities such as Charlottesville identify themselves as an arts community. This image translates into passionate support for public funding of the arts. But the common justifications for public funding don’t hold up under careful scrutiny.

Ten Life Planning Lessons – Wealth Management Carnival #2
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In our second edition of the Wealth Management Carnival, we’re linking to articles about general life planning, from good habits to cultivate, to life insurance considerations, to financial calculators.

One Income: The Fiscal Challenges for Stay-At-Home Moms and Dads
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Financial planning means supporting the goals of stay-at-home parents to be with their children.

Three Flaws of Charitable Gift Annuities
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Charitable gift annuities get an “A” for marketing and an “F” for performance.

IRS Notice of Proposed Adjustment for Underpayment/Overpayment (CP2000) for 2010 Roth Recharacterization
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Currently the IRS is sending notices to anyone who did a Roth Recharacterization in 2010 asking them to pay as though they kept the entire conversion amount.

A Progressive Tax Code is Economically Destructive
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Most Americans assume a progressive tax code is needed to promote equality and remove some of the burden of other taxes on those with the lowest income. But the progressive nature of the tax code changes behavior in many ways.

Five Wishes For End Of Life Care
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Five Wishes is a national advance directive created by the non-profit organization Aging with Dignity. It has been described as the “living will with a heart and soul.”

$ ?s: Maintaining Health Insurance After Losing Your Job
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Review your health insurance options after losing your job – COBRA and High Deductible Health Plans.

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