Articles

David John Marotta was featured on WINA 1070’s Rob Schilling Show on December 14, 2011. The topic was the high cost of regulation, leaning libertarian, and the roots of David’s leaning libertarian.

Other than Ebenezer Scrooge in Dickens’s story “A Christmas Carol,” Tiny Tim is certainly the most memorable character. Dickens used the boy in the story to soften the hearts of both Scrooge and his readers toward the worthy poor.

An article by David John Marotta on how to glean information from your IRS 1040 tax return was featured in the latest Nov/Dec 2011 issue of NAPFA Planning Perspectives.

George Marotta, also known as “Papa” to me, is quite a fount of wisdom and knowledge. In this post, I give you Papa Marotta and a little bit of wisdom I managed to get him to share on grandchildren.

I can’t control the markets, but I can focus on what is important.

Q: We plan to use appreciated stock for charitable giving and are looking into using a Schwab Charitable Fund. Do you have any feedback on this strategy?

We’ve made contributing to microfinance a part of our annual charitable giving and in lieu of gifts to one another.

The best money decision I have made is purchasing the property I use for my business. The advantages are far greater than those of owning vs. renting a home.

To interest me, a game must have a simple but thought-provoking premise that allows for deep strategy. I’d never played Farmville but decided to recently because the parent company, Zynga, is going public this Thursday, December 15, 2011.

The “Patient Protection and Affordable Care Act” (PPACA), is misleadingly named. It has neither protected patients nor made healthcare more affordable.

With impulses reeling, it is easy to find a gift that children will appreciate but difficult to find one that they will love to have. The gifts that I loved to have and the presents that I still cherish are the vocational gifts that my parents purchased for me.

“Sleeping well at night knowing our household is 100% debt free is truly priceless.” – Manisha Thakor, personal finance expert & author.

Q: I inherited shares of five stocks from my parents, who died many years ago. I am now 70 years old and would like to gift them to my grandchildren. How do you recommend I do this?

“Sunrises in my rocking chair, sipping coffee and watching the fog unveil each day.”

True life planning begins when you realize you are unique. There will never be another you in the history of the universe. Your calling is yours alone. Understanding yourself is the first step in managing your financial affairs to support your life plan.