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Radio: Social Security
on June 26, 2012
with No Comments
David John Marotta and Matthew Illian were interviewed on radio 1070 WINA’s Schilling Show discussing Social Security and how to get the most from filing at the right time.
Are Investment Management Fees Tax Deductible?
on June 25, 2012
with 2 Comments
I often get asked, “Are investment management fees tax deductible?” The answer is not a simple “yes” or “no.” Like many tax questions, the answer is “It depends.”
How is Freedom Investing Working Out?
on June 23, 2012
with No Comments
How the five countries with the most economic freedom (Hong Kong, Singapore, Australia, Switzerland and Canada) and Emerging Markets have been faring in comparison to the EAFE Index?
Report: Clients Confused About Standards and Don’t Care
on June 22, 2012
with No Comments
Unfortunately few consumers understand what a fiduciary standard means to them.
$ ?s: College Grads Must Decide: Retire Debt or Retirement?
on June 21, 2012
with 1 Comment
Saving for your retirement by ignoring your high-interest debt burden is an exercise in futility.
Stress Is Not Your Enemy
on June 20, 2012
with 4 Comments
How often do you intentionally push yourself to discomfort? Do you think the best retirement is relaxing and recreating? Think again.
A Fiduciary Standard is Good, Old-Fashioned Common Sense
on June 19, 2012
with No Comments
“Unfortunately, some are also misleading the public by saying that a fiduciary standard would prevent the delivery of financial services to middle-American Main Street investors.”
How Do Financial Advisors Earn Their Fee?
on June 18, 2012
with 2 Comments
Investment fees are generally about 1% of assets under management and drop as assets rise. The critical question to ask is “Where do financial advisors add value that might exceed the 1% fee they charge?”
Brotherly Agape World is $415M Ponzi Scheme
on June 16, 2012
with No Comments
Most consumers do not know how to safeguard their money. Here is a real world example of why breaking any of the eight safeguard puts your money at peril. Make sure that your investments are properly safeguarded.
I Just Renewed My CFP Designation. They Oppose FINRA Oversight of CFP Advisors.
on June 15, 2012
with No Comments
The rules which would begin to be applied to the watchdogs would not be for the sake of protecting the roost no matter how much the foxes suggest they do.
Social Security Time Machine Opens Door for Retroactive Benefits
on June 14, 2012
with No Comments
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.
Five Questions To Ask A Potential Financial Advisor
on June 13, 2012
with No Comments
“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.”
What is an Accredited Investment Fiduciary?
on June 12, 2012
with 1 Comment
Fi360 promotes a culture of fiduciary responsibility and improves the decision making processes of investment fiduciaries and other financial service providers.
Fee-Only Financial Planner: What’s the Difference?
on June 11, 2012
with No Comments
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.
Video: How to Find a Financial Advisor by SmartMoney.com
on June 10, 2012
with No Comments
Experts Explain: Finding a Financial Advisor. How to find the right person to help manage your money.