David John Marotta in NAPFA Planning Perspectives Nov/Dec 2011

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NAPFA Planning Perspectives Nov/Dec 2011

An article by David John Marotta was featured in the latest Nov/Dec 2011 issue of NAPFA Planning Perspectives.

This issue of NAPFA Planning Perspectives shares some ideas from NAPFA members about how a balanced approach to savings, investments, and money management can help us reach our goals.

In the final article in this issue, NAPFA member and newspaper columnist David John Marotta, AAMS®, AIF® CFP®, uses an analogy of savings to fill a cistern. Marotta explains how combing through a tax return can help us understand where our money is going and how much we spend to maintain our lifestyle. With that knowledge, a plan for maintaining that lifestyle in retirement can be developed.

Planning Perspectives, NAPFA’s free quarterly e-newsletter, shares short educational articles submitted by NAPFA members. Subscribe here to receive future issues. Each quarter NAPFA will email you a link to the latest issue. NAPFA will never share your email address with anyone! You have the option to unsubscribe at anytime.

You can read this issue or you can peruse the entire list of back issues.

And while we are recommending great reading, you can subscribe to our corporate newsletter or subscribe to receive Marotta On Money via email.

Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.