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Our Articles

Life Planning Part 3: Twenty-Four Hours to Go
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Imagine that your doctor shocks you with the news that you only have 24 hours to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What did you miss? Who did you not get to be? What did you not get to do?

Radio: Virginia Land Preservation Tax Credits
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David Marotta discusses how to pay your Virginia state tax bills using less expensive Virginia land preservation credits.

Life Planning Part 2: Just a Few Years Left
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“Imagine that you visit your doctor, who tells you that you have only 5-10 years to live. You won’t ever feel sick, but you will have no notice of the moment of your death. What will you do in the time you have remaining? Will you change your life and how will you do it?”

Retirement Savings 101: Self-Employment Options
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An individual 401(k) (also known as a “solo 401(k)”) offers you the option to defer the first $16,500 of income.

Life Planning Part 1: Plenty of Money
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Life planning takes a holistic look at what you truly value. And for most people, their life is more important than their money. Only after exploring your life goals can you structure your finances to help you realize your dreams.

Virginia Land Preservation Tax Credits
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If the tax code permits a huge deduction for brushing your teeth with your left hand while standing on one foot, it is still worth doing.

Retirement Savings 101: Priorities
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With the income tax debate currently controlled by legislators advocating even higher rates, I don’t think you will regret having some tax free money.

Dorothy in Taxland: Tax Credits
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Tax credits are much more valuable than tax deductions. Deductions only reduce the amount you are taxed on. One dollar of deduction might only be worth 35 cents. In contrast, tax credits are a dollar-for-dollar reduction in your tax bill. And a refundable tax credit could mean the government will owe you money you never paid in the first place.

Dorothy in Taxland: Overview
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A professional tax expert can help you get the correct deductions. But he or she likely won’t motivate you to keep the right records unless you understand the benefits for yourself.

Regular Adjustments Maximize Retirement Success
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Retirement planning consists of a wild scatter plot of potential projections. Navigating successfully through possible outcomes requires regular corrections and adjustments.

Spending Retirement Income Can Be Risky
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The most common request we get is for a back-of-the-napkin calculation of future yield, interest or income. But rather than being a conservative withdrawal rate, this strategy may actually lead people to spend too much.

Avoid the “Ring-of-Fire” Countries
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A few months ago Bill Gross, co-founder of PIMCO and the country’s most prominent bond expert, singled out those countries heaping significant deficits on their mountain of debt and called them “The Ring of Fire.” We recommend that you reduce your investments in these countries.

Should you invest IRA Funds in Real Estate?
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Real estate could be a great investment right now.

Stop-Loss Orders Can Lose Money Quickly
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Thousands of investment advisors recommended stop loss orders to their clients. Now it looks like this advice may have been the cause of the May 6, 2010 market plummet.

Now’s Still the Time to Buy a House
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Everyone is expecting real estate to underperform the stock market for many years going forward.

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