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Parents take note: Research on delayed gratification shows connections from children through adulthood.

It may surprise you that proceeds from retirement accounts and insurance policies are not divided according to the terms in your will. Instead, these assets pass directly to the beneficiaries you named on the account.

Just over 12% of small business tax returns had gross receipts over $250,000. Their marginal tax return is the highest and tax changes to this group is what has the greatest effect on employment.

Two critical questions were raised during the first presidential debate: Are small businesses important to American’s prosperity? And if they are, which candidate will unleash that engine of economic growth and employment? Fact-checking the candidates offers a clear answer.

Disparaging the entrepreneurial growth of small businesses as trickle-down economics misses the shower of prosperity.

Personally I think it is a mistake to value supporting the government (taxes) higher than supporting society (charitable giving).

This week’s Carnival is centered around Budgeting. How do you budget — or do you budget? Do you keep up with your money down to the penny, or do you have broad categories and a ballpark idea of how you’re doing?

I am always amazed at the power of a good story. A good story teller will always have more influence than encyclopedia of powerful data points. Politicians understand this concept better than most, which is why they spend time talking about people.

Q: My husband Thomas is four years older than me and plans to delay filing for his larger Social Security benefit until age 70 when he will receive $2,600 a month. My personal benefit starts at $600 beginning at age … Read More

No matter your age, in addition to a will, you need two additional documents.

You are invited to a NAPFA Consumer Education Foundation event at 5:30pm on Thursday Oct. 18th at the Charlottesville Senior Center.

The hypocrisy of candidates who pretend to be generous with other people’s money while purposefully characterizing those who are actually generous destructively is an issue worthy of consideration when you vote.

Much has been made about Mitt Romney’s tax returns. Reviewing them clarifies both public policy and personal wealth management. A quick calculation assumes their overall tax rate was 14.1%. But this number is highly misleading.

The Romney’s generosity and tax burden is hardly the example of greed and avarice that advocates of greater government would have us believe.

Interview with George Marotta on his time at Stanford’s Hoover Institution with Miilton Friedman, Thomas Sowell and Edward Teller.