Articles

There are several options to claim retroactive Social Security benefits. Some retirees will find it beneficial to turn back the clock in order to receive large one-time checks when they first file.

“You’ll want to interview several potential candidates, and make sure you find the right person for the job. Use these questions to hire the right financial advisor.”

Fi360 promotes a culture of fiduciary responsibility and improves the decision making processes of investment fiduciaries and other financial service providers.

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest. They do not accept any fees or compensation based on product sales.

Experts Explain: Finding a Financial Advisor. How to find the right person to help manage your money.

David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing tax planning in 2012 and the most important things to do now to prepare for rising taxes in 2013.

Last month I was eating lunch at a local restaurant when I noticed an offer by GiveBuddy.com that the restaurant would send a check for 10% of my receipt to any organization I chose.

Here are three questions that every small business owner should answer before establishing a new retirement plan.

David John Marotta’s article “Ten Questions to Ask a Financial Advisor” was a finalist in the fi360 2012 Article Competition.

Interview with Donald Jay Korn, author of mystery novels “Payable On Death” and “In For a Pounding” featuring money manager Anderson Crown.

Emerging market bonds are an attractive way to get a higher yield, but historically they have come with higher volatility and a high incidence of default. But that has been changing.

David John Marotta was interview on radio 1070 WINA’s Schilling Show discussing why you shouldn’t hold gold or cash, how governments can destabalize economies, and what investments you should hold instead.

Many parents feel obliged to pay for their child’s wedding, but financial advisers can try to help keep the spending under control. About one in three mass-affluent parents believe it is their duty to pick up about half the bill for their first child’s wedding.

The SEP IRA and solo/individual 401(k) are the two most common retirement plans chosen by successful self-employed people due to their high contribution limits.

Wisdom is the ability to exercise good judgement in the fact of imperfect knowledge. Sometimes that means reframing the question.