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Roth IRA Conversion 2012: Are You a Good Candidate?
on February 20, 2012
with 4 Comments
You may be a good candidate for a Roth conversion in 2012 if you can answer “yes” to any of these statements.
Radio: Organizing Your Finances to Best Love Your Spouse
on February 18, 2012
with No Comments
Do you think of being financially organized as a way to love your spouse? David and Krisan Marotta explain why you should.
Countering Resistance
on February 17, 2012
with No Comments
Client resistance is an inevitable part of the financial planning process. It’s a sign the advisor is doing his or her job.
$ ?s: Secondary Annuities Are Second Class
on February 16, 2012
with No Comments
Once you buy this product, you’re stuck. All structured settlement transfers must take place through a court order…
Video: Marotta on Money
on February 15, 2012
with 1 Comment
Marotta On Money is a weekly financial column and daily financial blog about the comprehensive wealth management small changes that have a large effect over time.
Subscribe to receive more Marotta more often.
The Absolutely Last Chance for a Massive Roth Conversion
on February 13, 2012
with 9 Comments
A tax tsunami is coming at the end of this year. This will be your last opportunity to safeguard your assets in a lifeboat and avoid getting swamped with taxes.
Ten-Year Freedom Investing Returns
on February 12, 2012
with 1 Comment
Freedom scores ranged from #1 in freedom Hong Kong at 89.9 to #92 ranked mostly unfree Italy at 58.8.
Five-Year Freedom Investing Returns
on February 11, 2012
with No Comments
Over the past five years, countries with the most economic freedom averaged annual returns just below emerging markets.
Sovereign Debt and Deficit by Country
on February 10, 2012
with 1 Comment
Sovereign debt and deficit weigh most heavily on a country’s level of government spending, one of the ten components of freedom in the Heritage Foundation economic freedom study
Three-Year Freedom Investing Returns
on February 9, 2012
with No Comments
We believe this is one of the times when your asset allocation should tilt foreign and overweight the handful of countries with high economic freedom.
New Zealand: Economic Paradise
on February 8, 2012
with No Comments
New Zealand, the fourth highest country in economic freedom, joined the United States with positive returns for 2011.
One-Year Freedom Investing Returns
on February 7, 2012
with No Comments
The equation of the trend line shows that every point on the freedom index was worth 0.36% annual return over the past year.
Freedom Investing 2012
on February 6, 2012
with No Comments
Now at year end, I will review how freedom investing fared in 2011 and in the decade since 2002.
In My Dream I Explained Why 2011 Was Not a Financial Mulligan
on February 5, 2012
with No Comments
I had a dream in which I saw a map similar to the one above and I heard myself explaining why 2011 was not a financial mulligan
Schwab: Using a Donor Advised Fund for Your Charitable Giving
on February 4, 2012
with No Comments
A Donor Advised Fund is a way to give small amounts to many charities. But take a look at the pros and cons of this strategy before diving in.