What You Need to Know Before You Invest
When I was a teen, my grandfather George Marotta passed down to me his copy of “What You Need to Know Before You Invest” by Rod Davis. I recommend this book as way to gain a baseline understanding.
When I was a teen, my grandfather George Marotta passed down to me his copy of “What You Need to Know Before You Invest” by Rod Davis. I recommend this book as way to gain a baseline understanding.
To preserve the portability of a deceased spouse’s exemption, you must file an estate tax return after the death of the first spouse even if you otherwise did not have to do so. The due date of the estate tax return is nine months after the decedent’s date of death.
On Tuesday, January 8, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss financial resolutions for the 2019 new year.
Regardless of your assumptions about future market returns, the impoverishment to families with credit card debt is massive.
“We have simply not been able to serve those who really need us the most.”
As the proud mother of a two-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
Thank you, Robert, for your email and your readership. I hope that everyone enjoys our new “Do-It-Yourself” service level.
How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.
With a bit of planning, you can make the practical gift very personal.
It was our article which first suggested this six year ago.
Here are seven techniques for small business owners to build real wealth.
As the proud mother of a one-year old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
When the client asked my mother, “What is the quickest way to double my money?” she did not hesitate before she answered.
The Dave Ramsey website has a list of upcoming classes in the Charlottesville area with start dates varying from September 13 through October 11.
Financial planning is simply doing what it takes to give you the means to do what you want. The poorer you are the more you need financial planning. You don’t have any margin for mistakes.
Most of the assets you use to fund your retirement will come from compounded growth.
A few years ago, there was a great rise of so-called robo-advisers, computer programming that enabled setting a simple asset allocation on the security level and then automatic rebalancing to those targets for each security.
Every decade of life brings new financial challenges. Try to avoid these common pitfalls.
Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.
Purchasing investment products in isolation from the larger context of your specific situation is like pushing random buttons on a vending machine in order to provide a Thanksgiving dinner for your family.
This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people’s wishes.
Ten Questions to Ask You can read our article “Ten Questions to Ask a Financial Advisor“ for more information. Here are our answers. 1. Do you use a recognized third-party custodian to hold your clients’ assets? Yes. We strongly recommend … Read More
Financial Christmas gifts don’t need to be a piggy bank. They can be more serious and more meaningful than that.
A computer algorithm cannot help you with these things.
Who do I choose to be the executor of my estate? What will their basic duties be?
Could this scheme from Mr. Money Mustache change your budgeting strategy?
With less than two minutes a day and a smartphone, Budgeting Lite will help you become more mindful about your spending and regain a sense of control over your finances.
Adherence to the fiduciary standard is all about process.
After I have studied their technical reports and data for over a month and a half, I have finally been able to track their formulas and findings across the dozen sub-studies and their corresponding literature. The methods and statistical formulas used are at times surprising, alarming, or comical.
A good estate plan is every bit as useful during your lifetime as it is at your death. No matter your age or how much (or how little) money you have, there are three essential estate planning documents you should have.
Studies show that couples argue most about finances. Being on the same page about finances will allow you to enjoy a life that focuses on your needs and goals and will help you achieve them smartly.
When the Federal Reserve decided to maintain the $85 Billion monthly stimulus at their September policy meeting, they cited elevated mortgage rates as a top concern.
“Retirement today is a lot like an iceberg, where 90 percent of what’s really taking place is below the surface.”
Money plays such a personal role in our lives that most people learn early on to keep their financial affairs a secret. These shadows promote many different varieties of financial pathologies and distress.
As the wife of a 2013 college graduate and a 2012 college graduate myself, I can boldly say this was the most helpful advice given to me.
Lord Grantham, the master of Downton Abbey, continues to offer insightful financial lessons as he bumbles his wealth management responsibilities.
This kitten knows how to have fun for free. Be more like this kitten.
This kitten aligns her finances with her values. Be more like this kitten.
Financial planning means supporting the goals of stay-at-home parents to be with their children.
If eight times as many people are leaving the country than they were 4 years ago, maybe there’s something wrong with the country?
Franco Modigliani won the Nobel Prize for a simple technique that squirrels know intuitively from birth. You have to squirrel away some nuts during times of plenty so you can survive during times of scarcity.
Make sure that Mom and Dad have a family member and a fiduciary advisor watching out for their finances.
Advisors who offer comprehensive wealth management are like financial concierges. Their only goal is to meet your needs. If you ask for fresh strawberries, they try to find them for you.
Many couples have significant issues about money. Many people’s beliefs are holding them back from enjoying life to its fullest potential. Make sure someone asks you the right questions.
If money is among the most common causes of domestic spats, it probably shouldn’t come as a surprise that almost one in four Americans would try to hide money troubles from their spouses.
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?
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.
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.
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.
When it comes to teaching financial lessons, setting a good parental example is important, but actually giving the child some experience making wise financial decision is essential.