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.
Radio: Duo-Deci Taxation
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
How To Market Time The Fiscal Cliff? Don’t even try.
Is Your 401(k) Holding Too Much Company Stock?
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
This kitten doesn’t time the markets. Be more like this kitten.
Deck the Halls with Macro Follies
Will millions of middle income consumers spending $2,200 each have a greater stimulus than thousands of small business entrepreneurs saving and investing $100,000 each in new ventures? You decide after watching this holiday video from EconStories.
The Ninth Amendment: The Value of Our Unenumerated Rights
Few of us ever think about how the Ninth Amendment preserves all of our rights not cited in the Constitution. What are some examples of these unenumerated rights?
Saving, Budgeting, and Preparing for Christmas – Wealth Management Carnival #7
This week’s carnival is a smorgasbord of good ideas about saving, tips for holiday shopping, and general good advice for the future. Even Santa could use good advice about his retirement plan.
The 10 Worst Communication Mistakes For Your Career
And “The Top 6 Communication Skills That Will Get You Promoted”
What Is the Deadline for a 529 College Plan Distribution? ($ ?s)
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
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
Obama would have you believe that $2,200 is a fiscal cliff, but $119,878 is just paying their fair share.
The Fiscal Cliff Is Almost Everything the Democrats Want
It is a crisis fabricated 100% by politicians. And avoiding the fiscal cliff is being used hypocritically for additional political gain.
Mailbox: How to Get Silver Coins
“Most people don’t know this, but right now there’s a loophole in the American banking system that enables you to exchange ordinary paper dollars for real silver coins.”
Roth IRAs: If the Front Door Is Closed, Try the Back Door ($ ?s)
There is a backdoor way to contribute to a Roth IRA for those who are not income eligible. This method requires the following steps:
Financially Savvy Kittens on Gifts to Charity
This kitten gifts appreciated stock. Be more like this kitten.