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Our Articles

How Keeping Your Money “Safe” Might Lose Half of It in 16 Years
with 3 Comments

“Anyone who’s bought gas, paid a medical bill or sent a child off to college recently knows that the Consumer Price Index doesn’t tell the whole story of inflation.”

$ ?s: Buy a House without a Credit History?
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Although it is possible, buying a house without a credit history will require you to jump through some uncommon hoops to find a competitive rate.

How Do I Find a Fee-Only Commission-Free (Hourly Rate) Financial Advisor?
with 1 Comment

Many people prefer having a local fee-only commission-free financial planner they can easily visit on a regular basis. Others prefer to handle everything through phone and email.

The False Promises of Annuities and Annuity Calculators
with 4 Comments

The entire selling point of the immediate fixed annuity is a lower return in exchange for a guarantee. But when analyzed, the purchase price is a loss from which you can never recover.

Radio: Paul Ryanomics
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David Marotta appeared recently on radio 1070 WINA’s Schilling Show discussing Mitt Romney’s Vice Presidential pick of Paul Ryan, and what Ryan’s economics really look like.

How the Wealth Management Carnival Works
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A Blog Carnival is like a magazine. It has a title, a topic, editors, contributors, and an audience. Editions of the carnival come out periodically (usually twice monthly).

Blame the Joint Committee on Taxation not the CBO
with 3 Comments

It would have been more accurate to say, “The Joint committee on Taxation by agreement with congress is required to limit their analysis to a fixed GDP assumption.”

$ ?s: Can Social Security Checks Be Mailed To Foreign Soil?
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It is estimated that as many as 40,000 American citizens reside in Costa Rica, and many are retirees who are stretching the purchasing power of their Social Security paychecks.

Why Are People Who Have Built a Business Leaving Their United States Citizenship?
with 3 Comments

If eight times as many people are leaving the country than they were 4 years ago, maybe there’s something wrong with the country?

Get Connected to Kittenomics
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Like our financially savvy kittens? They like you too! You should meet all the kittens.

You Need Life Planning
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Quote from David John Marotta on why you need life planning.

Paul Ryanomics
with 4 Comments

Mitt Romney’s recent announcement of Paul Ryan as his running mate makes this election even more about government spending, programs and taxes. Ryan is the primary author of the Republican-led House’s 2013 budget proposal. Consider these five proposals to evaluate Romney’s wisdom in selecting him.

Subscribe and receive Kittenomics every week!
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Kittenomics is a practical, humorous series featuring financially savvy kittens and the wealth management secrets that gave them their success. Subscribe and receive Kittenomics every week!

Obama Lie-O-Matic Tax Calculator
with 8 Comments

There’s a term in the financial world for Internet sites like these and that term is “fraud.”

Earn More Money! A Simple Way Toward Building Wealth
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More advisors are coaching clients on how to earn more income.

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