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.
$ ?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).
Blame the Joint Committee on Taxation not the CBO
on August 24, 2012
with 3 Comments
It would have been more accurate to say, “The Joint committee on Taxation by agreement with congress is required to limit their analysis to a fixed GDP assumption.”
$ ?s: Can Social Security Checks Be Mailed To Foreign Soil?
on August 23, 2012
with No Comments
It is estimated that as many as 40,000 American citizens reside in Costa Rica, and many are retirees who are stretching the purchasing power of their Social Security paychecks.
Why Are People Who Have Built a Business Leaving Their United States Citizenship?
on August 22, 2012
with 3 Comments
If eight times as many people are leaving the country than they were 4 years ago, maybe there’s something wrong with the country?
Get Connected to Kittenomics
on August 21, 2012
with No Comments
Like our financially savvy kittens? They like you too! You should meet all the kittens.
You Need Life Planning
on August 20, 2012
with No Comments
Quote from David John Marotta on why you need life planning.