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Our Articles

Tax Season – Wealth Management Carnival #11
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With the federal tax filing deadline upon us, here are some articles on little-known tax tips, interesting facts, good advice, and general information about taxes. Some of these are applicable now, and some you might want to store away for next year.

Keep Working and Hire Financial Professionals
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For families with complexity to their finances, hiring a tax professional actually saves them money. Wealth managers bring benefit to such families in the same way.

Video: Even the Beatles Were Against Highly Progressive Taxes!
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Let me tell you how it will be: There’s one for you, nineteen for me. Should five per cent appear too small, Be thankful I don’t take it all.

How Manipulations to the CPI Affect Your Retirement Planning
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Retirees must plan to supplement this slowly dwindling paycheck or risk having to make hard sacrifices during what is supposed to be their golden years.

Budgeting: A Lesson In Alternative Currencies
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This kitten has a budget. Be more like this kitten.

Greenspan, Friedman, Keynes and Lenin All Agree on Inflation
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“The way to crush the bourgeoisie is to grind them between the millstones of taxation and inflation.” – Vladimir Lenin.

Better to Bank with Cyprus Than the United States?
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Without any authorizing legislation, the U.S. government has quietly taken more value than Cyprus tried and failed to confiscate.

2013 Tax Brackets
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2013 brought many changes, many of them small, into the tax code. Here’s a breakdown of the highlights.

David John Marotta Part of the 2013 AIF Designee Article Competition
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AIF® and AIFA® designees share their knowledge and experiences in a way that helps fiduciaries better understand and perform their role.

Age 65 and Still Working: Sign Up For Medicare?
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Is Medicare better than your current employer health plan? Signing up for Medicare is the right decision for many who stay on the job. With one exception, everyone who is eligible should sign up for Part A.

Getting Started with Financial Planning: Step One
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This kitten lives below her means. Be more like this kitten.

Securing Your Retirement or Working During Your Retirement
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Securing your retirement financially is too important to leave the process up to chance and guessing.

Is 95% of the Trade Imbalance Legal Tax Evasion?
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As one of Forbes’s 25 largest fictional companies, Stark International could avoid $4 billion in U.S. corporate taxes with this one simple technique.

Radio: Should We Raise Taxes to Balance the Budget?
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show in March to discuss balancing the national budget, and whether raising taxes is a good method to increase revenue to match spending.

More Than 25% of Americans Are Making a Financial Mistake
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If you look beyond the short term, making this move is pretty clearly worse than using a high-interest credit card to pay your bills.

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