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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 $60,000 who have three or more children.
Review: 2012 Market Commentary
on January 17, 2013
with No Comments
2012 has come to a close, and 2013 is off to a good start. For those interested in reflecting on the past year, we’ve collected some 2012 year-end market commentary by Marotta Wealth Management Staff.
Charitable Donations from IRAs
on January 17, 2013
with No Comments
Although a number of tax breaks got snuffed out by the recent tax compromise passed on January 1, the ability to make charitable contributions from IRA accounts for people older than 70 1/2 was given new life.
2012 Review: Economy & Markets
on January 17, 2013
with No Comments
Despite a steady diet of bad news, most markets around the world climbed the proverbial “wall of worry” to log strong returns. Major market indices around the globe delivered double-digit total returns.
2012 Asset Allocation in Review
on January 17, 2013
with 3 Comments
Asset Allocation means always having something to complain about.
Financially Savvy Kittens on Retirement Planning
on January 16, 2013
with No Comments
This kitten knows how to retire. Be more like this kitten.
Looking Ahead: Are Bonds the Next Big Bubble?
on January 15, 2013
with No Comments
Long-term government bonds outperformed stocks over the past 20 years ending 2011, but the next 20 years may be a very different story.
EPA: Green Gone Wild
on January 13, 2013
with No Comments
Stewardship suggests limits on how people ought to rule over their environment. It is not a justification for bureaucrats’ limitless rule over people.
Mailbag: What Are Some Stocks that Are Undervalued as of the Beginning of 2013?
on January 11, 2013
with No Comments
Here are some large cap stocks with very low 12 month trailing P/E ratios.
Three Steps to Find a Missing 401(k) ($ ?s)
on January 10, 2013
with No Comments
Literally tens of thousands of employees who were once participants in an employer-sponsored retirement plan (i.e., 401(k) plan, profit-sharing plan) neglect to take their retirement money with them.
Financially Savvy Kittens on Free Fun Games
on January 9, 2013
with No Comments
This kitten knows how to have fun for free. Be more like this kitten.
Government Taxes $33,356 Just Because a Couple Decides to Get Married
on January 8, 2013
with 10 Comments
You cannot argue this increased tax is their “fair share” simply because they are married.
New Year’s Resolutions for the Country
on January 6, 2013
with No Comments
To fulfill the financial resolutions of spending less, living within our means, and paying off our debt, the country first needs to encourage production rather than discourage it.
Investing for the New Year – Wealth Management Carnival #8
on January 5, 2013
with 2 Comments
Wealth Management Carnival #8: This edition of the Wealth Management Carnival deals with investments, how-to tips, and some advice you may want to incorporate into your 2013 Resolutions.
Live Long and Prosper
on January 3, 2013
with No Comments
It’s not just Mister Spock who is living a long life. Japanese Jiroemon Kimura’s nearly 116 years, making him the oldest man in modern recorded history, is a reminder to have a retirement income plan that will last over the long haul.