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When To Say No: 7 Investments to Avoid
on October 18, 2013
with No Comments
“A well-designed financial plan can get derailed by the wrong investment. Here are seven things investors can probably do without.”
If Tiger Woods Can Contribute To A Roth, So Can You – Via Back Door
on October 16, 2013
with No Comments
A backdoor Roth IRA contribution requires some extra steps but allows high-income earners equal access to the tax-free benefits of a Roth IRA.
How to Calculate An Advisor’s Value: Tax Efficiency
on October 15, 2013
with No Comments
A dollar saved on your taxes is better than a dollar earned which causes you to pay more tax.
Republican Genius: Budgeting One Item At A Time
on October 13, 2013
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The partisan deadlock offers us a novel opportunity to reach consensus.
Radio: Is a Government Shutdown Better Than No Government Restraint?
on October 12, 2013
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Why is the business of government seen as passing spending bills? Why isn’t the job of our representatives to work toward government restraint?
How to Calculate An Advisor’s Value: Total Wealth Asset Allocation
on October 10, 2013
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Just how much value does a smart advisor bring with asset allocation and rebalancing wisdom?
Laura Donohue’s Comments at Cato Institution’s NSA Law Panel
on October 9, 2013
with No Comments
“The telephony, the bulk collection of America’s telephony metadata is contrary to the entire intent of Congress in enacting the Foreign Intelligence Surveillance Act. It violates the statutory provisions of FISA. And it is unconstitutional.”
Money Management Lessons From a Relay Race
on October 9, 2013
with No Comments
Money meditations from the finish line.
Hitting The Debt Ceiling Is Still Not The End Of The World
on October 8, 2013
with No Comments
Spending, Debt and Deficit as a percentage of GDP continue to grow unchecked. What political process will ever stop them from bankrupting our country?
Wealth Inequality In America
on October 6, 2013
with No Comments
The video “Wealth Inequality in America” is not only misleading, but the research methods of its underlying study are laughable.
Marotta’s 2014 UVA Fidelity 403(b) Calculator
on October 5, 2013
with No Comments
Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).
Marotta’s 2014 UVA Fidelity 401(a) Plans Calculator
on October 5, 2013
with No Comments
Age appropriate asset allocation for 2014 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.
Newlywed Checklist: Name Change, Part 3
on October 5, 2013
with No Comments
When a woman gets married she often changes her name. Once you’ve changed your name at the Social Security Administration, the DMV, your employer and employer benefits, and your passport, it’s time for the last few changes.
Rules For Selling Highly Appreciated Stock
on October 2, 2013
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Now that the Bush tax cuts have expired and Obamacare will add additional tax burdens, many people need to think twice before realizing a large gain on their investments.
2013 Capital Gains Tax Table
on October 2, 2013
with No Comments
Here’s the tax table for the 2013 capital gains tax.