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One Income: The Fiscal Challenges for Stay-At-Home Moms and Dads
on September 14, 2012
with 2 Comments
Financial planning means supporting the goals of stay-at-home parents to be with their children.
Three Flaws of Charitable Gift Annuities
on September 13, 2012
with No Comments
Charitable gift annuities get an “A” for marketing and an “F” for performance.
IRS Notice of Proposed Adjustment for Underpayment/Overpayment (CP2000) for 2010 Roth Recharacterization
on September 12, 2012
with No Comments
Currently the IRS is sending notices to anyone who did a Roth Recharacterization in 2010 asking them to pay as though they kept the entire conversion amount.
A Progressive Tax Code is Economically Destructive
on September 10, 2012
with 25 Comments
Most Americans assume a progressive tax code is needed to promote equality and remove some of the burden of other taxes on those with the lowest income. But the progressive nature of the tax code changes behavior in many ways.
Five Wishes For End Of Life Care
on September 7, 2012
with No Comments
Five Wishes is a national advance directive created by the non-profit organization Aging with Dignity. It has been described as the “living will with a heart and soul.”
$ ?s: Maintaining Health Insurance After Losing Your Job
on September 6, 2012
with 2 Comments
Review your health insurance options after losing your job – COBRA and High Deductible Health Plans.
It’s Flat-Out Illegal in Other Countries
on September 5, 2012
with 2 Comments
There is great disagreement in the financial services world if an advisor who has continuous and comprehensive management of a client’s assets should be allowed to also benefit from transactions that they recommend.
How Much Should I Save for Retirement?
on September 3, 2012
with 1 Comment
You should save 15% of your take-home pay for retirement over your working career. As your situation varies, you must adjust your safe savings rate.
Seven Interesting Investment Ideas — Wealth Management Carnival #1
on September 1, 2012
with 1 Comment
In the Wealth Management Carnival, we share 7 Interesting Articles from other sources. From advice to diversify investments to index fund criteria to choosing a bank, this month we found seven articles that discussed various investing ideas.
How Keeping Your Money “Safe” Might Lose Half of It in 16 Years
on August 31, 2012
with 3 Comments
“Anyone who’s bought gas, paid a medical bill or sent a child off to college recently knows that the Consumer Price Index doesn’t tell the whole story of inflation.”
$ ?s: Buy a House without a Credit History?
on August 30, 2012
with No Comments
Although it is possible, buying a house without a credit history will require you to jump through some uncommon hoops to find a competitive rate.
How Do I Find a Fee-Only Commission-Free (Hourly Rate) Financial Advisor?
on August 29, 2012
with 1 Comment
Many people prefer having a local fee-only commission-free financial planner they can easily visit on a regular basis. Others prefer to handle everything through phone and email.
The False Promises of Annuities and Annuity Calculators
on August 27, 2012
with 4 Comments
The entire selling point of the immediate fixed annuity is a lower return in exchange for a guarantee. But when analyzed, the purchase price is a loss from which you can never recover.
Radio: Paul Ryanomics
on August 25, 2012
with No Comments
David Marotta appeared recently on radio 1070 WINA’s Schilling Show discussing Mitt Romney’s Vice Presidential pick of Paul Ryan, and what Ryan’s economics really look like.
How the Wealth Management Carnival Works
on August 25, 2012
with No Comments
A Blog Carnival is like a magazine. It has a title, a topic, editors, contributors, and an audience. Editions of the carnival come out periodically (usually twice monthly).