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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.
Rich Dad, Rich Son, Rich Granddaughter
on December 17, 2011
with No Comments
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.
Leah E. Hughes: Staying Calm When Markets are in Turmoil
on December 16, 2011
with No Comments
I can’t control the markets, but I can focus on what is important.
$ ?s: The Gift that Keeps on Giving
on December 15, 2011
with No Comments
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
on December 14, 2011
with No Comments
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
on December 13, 2011
with No Comments
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.