We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Financially Savvy Kittens on Honoring the Budget
on December 26, 2012
with No Comments
This kitten knows the difference between a want and a need. Be more like this kitten.
Merry Christmas 2012
on December 24, 2012
with No Comments
Merry Christmas from the team at Marotta Wealth Management, Inc.
The Lord Mayor Would Have Spoiled “A Christmas Carol”
on December 23, 2012
with No Comments
Studies suggest that both a gambling addiction and success in politics correlate with psychopathic behavior. Had Dickens included a gambler personality in a Christmas Carol, it would have been a different story.
Radio: Duo-Deci Taxation
on December 22, 2012
with No Comments
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show on December 11, 2012 discussing the Fiscal Cliff, rising taxation, and economic discrimination.
How To Market Time The Fiscal Cliff
on December 21, 2012
with No Comments
How To Market Time The Fiscal Cliff? Don’t even try.
Is Your 401(k) Holding Too Much Company Stock?
on December 20, 2012
with 2 Comments
Following the holiday season, many will feel the effects of overindulging on festive sweets. It turns out that your 401(k) also suffers when indulging on too much of a good thing.
Financially Savvy Kittens on Market Timing
on December 19, 2012
with No Comments
This kitten doesn’t time the markets. Be more like this kitten.
Deck the Halls with Macro Follies
on December 18, 2012
with 2 Comments
Will millions of middle income consumers spending $2,200 each have a greater stimulus than thousands of small business entrepreneurs saving and investing $100,000 each in new ventures? You decide after watching this holiday video from EconStories.
The Ninth Amendment: The Value of Our Unenumerated Rights
on December 16, 2012
with 2 Comments
Few of us ever think about how the Ninth Amendment preserves all of our rights not cited in the Constitution. What are some examples of these unenumerated rights?
Saving, Budgeting, and Preparing for Christmas – Wealth Management Carnival #7
on December 15, 2012
with 3 Comments
This week’s carnival is a smorgasbord of good ideas about saving, tips for holiday shopping, and general good advice for the future. Even Santa could use good advice about his retirement plan.
The 10 Worst Communication Mistakes For Your Career
on December 14, 2012
with 1 Comment
And “The Top 6 Communication Skills That Will Get You Promoted”
What Is the Deadline for a 529 College Plan Distribution? ($ ?s)
on December 13, 2012
with No Comments
Learn about 529 college savings plan distribution rules before you need to start taking money out of your accounts. This post answers the timing question for those who are using the 529 to reimburse expenses already paid.
Financially Savvy Kittens on Value Wealth Management
on December 12, 2012
with No Comments
This kitten aligns her finances with her values. Be more like this kitten.
The Most Productive Will Owe An Average of $119,878 More In Taxes
on December 10, 2012
with 5 Comments
Obama would have you believe that $2,200 is a fiscal cliff, but $119,878 is just paying their fair share.
The Fiscal Cliff Is Almost Everything the Democrats Want
on December 9, 2012
with 5 Comments
It is a crisis fabricated 100% by politicians. And avoiding the fiscal cliff is being used hypocritically for additional political gain.