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Our Articles

Rich Dad, Rich Son, Rich Granddaughter
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George Marotta, also known as “Papa” to me, is quite a fount of wisdom and knowledge. In this post, I give you Papa Marotta and a little bit of wisdom I managed to get him to share on grandchildren.

$ ?s: The Gift that Keeps on Giving
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Q: We plan to use appreciated stock for charitable giving and are looking into using a Schwab Charitable Fund. Do you have any feedback on this strategy?

Jennifer Lazarus: Magnify the Impact of Our Money
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We’ve made contributing to microfinance a part of our annual charitable giving and in lieu of gifts to one another.

Scott Leonard: Purchase the Property Used for the Business
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The best money decision I have made is purchasing the property I use for my business. The advantages are far greater than those of owning vs. renting a home.

Economic Lessons from Farmville
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To interest me, a game must have a simple but thought-provoking premise that allows for deep strategy. I’d never played Farmville but decided to recently because the parent company, Zynga, is going public this Thursday, December 15, 2011.

Obama Care is Costing Americans $384 Billion More Each Year
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The “Patient Protection and Affordable Care Act” (PPACA), is misleadingly named. It has neither protected patients nor made healthcare more affordable.

Rich Dad, Empowered Daughter
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With impulses reeling, it is easy to find a gift that children will appreciate but difficult to find one that they will love to have. The gifts that I loved to have and the presents that I still cherish are the vocational gifts that my parents purchased for me.

Manisha Thakor: The Joy of Sleeping Well At Night
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“Sleeping well at night knowing our household is 100% debt free is truly priceless.” – Manisha Thakor, personal finance expert & author.

$ ?s: Gifting to the Grandchildren
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Q: I inherited shares of five stocks from my parents, who died many years ago. I am now 70 years old and would like to gift them to my grandchildren. How do you recommend I do this?

Holly P. Thomas: View from the Porch
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“Sunrises in my rocking chair, sipping coffee and watching the fog unveil each day.”

A Wealth of Satisfaction
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True life planning begins when you realize you are unique. There will never be another you in the history of the universe. Your calling is yours alone. Understanding yourself is the first step in managing your financial affairs to support your life plan.

Rich Dad, Amused Daughter
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Fun has no price tag and cannot simply be ordered online plus $3.99 shipping and handling. It’s true that money can enable experience but it cannot replace it. There is an art to having fun and it needs to be taught.

David John Marotta: Solve the Problems Which Money Can Solve
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Even though money was tight, having margin in our budget for unknown unknowns kept us from punishing a student simply because they lacked experience bidding painting jobs.

Matthew Illian: Spending Money Never Tasted So Good
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Just a few weeks ago, my wife and I were going to join a diverse group of friends for dinner. My wife said we would bring dessert but on the day of the event, there was no time for baking.

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