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Rich Dad, Planning Daughter
on December 31, 2011
with No Comments
My money has value because I have values my money helps me achieve. In this season of New Year’s resolutions and old year evaluations, treat your imagination with the question: What’s the money for?
David John Marotta: Employing Others as Renewable Charity
on December 30, 2011
with 1 Comment
As we kept our spending frugal we gained enough margin to start businesses and employ people. And as employees find their area of genius, they help others through their productive work.
$ ?s: The Quagmire of Socially Responsible Investing
on December 29, 2011
with 1 Comment
Q: I would like to see a portion of my investments make a difference in the world. Can you suggest an approach to socially responsible investing?
Martha Schilling: Money can work for you
on December 28, 2011
with 1 Comment
I realized that compounding was an awesome concept. Today those initially piddling amounts have grown to provide an enviable cash flow that allows me to live well and give to worthy causes.
Austin Johnston: A Sense of Independence
on December 27, 2011
with 2 Comments
One of my favorite things I’ve been able to do with money was something I did after finishing school, moving, and getting my first full-time job. I was out on my own, and I wanted to do something extra once I was independent.
Dangerous New Rules if You Use Average Cost Accounting for Mutual Funds
on December 26, 2011
with No Comments
New rules go into effect January 1, 2012 which change the way you need to compute the cost basis for mutual funds if you use average cost accounting. We recommend you change the method you use to something which allows better tax management.
Seven Financial Resolutions for the New Year 2011-2012
on December 26, 2011
with 2 Comments
Financial resolutions usually don’t even last until the end of January. Making a permanent change in our behavior requires both time and a steely resolve. We can only develop financial character one action at a time. Here are seven practices to take you from pauper to prince or princess if you add one each year.
Krisan Marotta: Creating Family Memories
on December 25, 2011
with 1 Comment
When our children were young, we decided to budget for memory making. Birthdays, holiday celebrations and family vacations became our primary memory making tools. We invested in birthdays.
Megan Marotta: Feeding Others
on December 24, 2011
with No Comments
What is my favorite thing I’ve done with money? Feed others.
Kathleen M. Rehl: Helping Widows Move Forward on Their Own
on December 23, 2011
with No Comments
I recently established the “Moving Forward On Your Own,” charitable gift fund, which benefits widows and their families.
Green Gift$ for the Holiday Season ($ ?s)
on December 22, 2011
with No Comments
Q: I received a letter from a nonprofit organization to which I regularly donate suggesting I may be eligible for state tax credits. Can you please explain what this means?
Bob Arms: Encourage Those Who Serve Our Country
on December 21, 2011
with 1 Comment
“One of the young men was leaving for Afghanistan the next day.”
Radio: The High Cost of Regulation
on December 20, 2011
with No Comments
David John Marotta was featured on WINA 1070’s Rob Schilling Show on December 14, 2011. The topic was the high cost of regulation, leaning libertarian, and the roots of David’s leaning libertarian.
What was Wrong with Tiny Tim?
on December 19, 2011
with No Comments
Other than Ebenezer Scrooge in Dickens’s story “A Christmas Carol,” Tiny Tim is certainly the most memorable character. Dickens used the boy in the story to soften the hearts of both Scrooge and his readers toward the worthy poor.
David John Marotta in NAPFA Planning Perspectives Nov/Dec 2011
on December 18, 2011
with No Comments
An article by David John Marotta on how to glean information from your IRS 1040 tax return was featured in the latest Nov/Dec 2011 issue of NAPFA Planning Perspectives.