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Let the Income Tax Die at Age 100
on February 3, 2013
with 2 Comments
The income tax penalizes productivity, discourages hard work, and suppresses investment.
Financial Planning Lessons from Downton Abbey: Part 2
on January 31, 2013
with 1 Comment
Lord Grantham, the master of Downton Abbey, continues to offer insightful financial lessons as he bumbles his wealth management responsibilities.
Financially Savvy Kittens on Retirement in Retirement Planning
on January 30, 2013
with No Comments
This kitten knows her retirement number. Be more like this kitten.
Political Parties on the Gun Rights and Gun Control
on January 29, 2013
with No Comments
The political party platforms on gun control and gun rights for 2012.
Am I Safer If My Neighbor Has A Gun?
on January 27, 2013
with 6 Comments
Currently homicides are largely committed by minority men age 18 to 39 with criminal records in urban areas killing others in the same demographic.
Financial Planning Lessons from Downton Abbey
on January 24, 2013
with 5 Comments
As a financial advisor, season 3 of Downton Abbey has become the most interesting as deep-level financial tension has begun to infiltrate the Crawley family drama.
Financially Savvy Kittens on Retirement Plans
on January 23, 2013
with No Comments
These kittens have retirement plans. Be more like these kittens.
Political Parties on the Environment and Environmentalism
on January 22, 2013
with No Comments
Here are the 2008 party platforms on the environment
Subscribe and receive your own copy of the latest wealth management advice!
on January 21, 2013
with No Comments
After subscribing you will receive free premium access to several video presentations.
Earned Income Tax Credit (EITC) Punishes Marriage
on January 20, 2013
with No Comments
The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.
Earned Income Tax Credit (EITC) Marriage Penalty of $3,603
on January 19, 2013
with No Comments
The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.
Earned Income Tax Credit (EITC) Marriage Penalty of $8,400
on January 19, 2013
with No Comments
The worst marriage penalty is for couples earning between $26,000 and $60,000 who have three or more children.
Review: 2012 Market Commentary
on January 17, 2013
with No Comments
2012 has come to a close, and 2013 is off to a good start. For those interested in reflecting on the past year, we’ve collected some 2012 year-end market commentary by Marotta Wealth Management Staff.
Charitable Donations from IRAs
on January 17, 2013
with No Comments
Although a number of tax breaks got snuffed out by the recent tax compromise passed on January 1, the ability to make charitable contributions from IRA accounts for people older than 70 1/2 was given new life.
2012 Review: Economy & Markets
on January 17, 2013
with No Comments
Despite a steady diet of bad news, most markets around the world climbed the proverbial “wall of worry” to log strong returns. Major market indices around the globe delivered double-digit total returns.