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.
Foreign Freedom Investing 2008
on July 14, 2008
with No Comments
You can both diversify for safety and boost your returns by adding international investments to your portfolio.
Rebalance Accounts Regularly
on July 7, 2008
with No Comments
A year ago when the markets were all setting new highs, people were asking what they should do with their retirement portfolio. I answered, “Rebalance.” Now that the market is setting new lows, I get the same question, and my response hasn’t changed.
Inflation Part 3: Protecting Yourself Against Inflation
on June 30, 2008
with No Comments
You can hedge your assets against underreported inflation and protect your retirement goals.
Inflation Part 2: The Results of Underreporting Inflation
on June 23, 2008
with No Comments
Inflation at this rate causes serious harm to our nation’s economy and its citizens.
Inflation Part 1: How the Government Lies About Inflation
on June 16, 2008
with No Comments
Officially, inflation today is calculated about 4%. Unofficially, it is over 7%.
Radio: Retirement, Are You Ready?
on June 10, 2008
with No Comments
David Marotta discusses retirement and how to avoid several common pitfalls in planning for the last 30 years of your life.
Maximum Safe Withdrawal Rates in Retirement
on June 9, 2008
with 1 Comment
Certain assumptions such as maximum safe withdrawal rate are critical in order not to compromise a long and successful retirement.
Taking Early Retirement Withdrawals
on May 26, 2008
with No Comments
Eight exceptions to the age 59.5 rule allow for penalty-free withdrawals.
That Rebate Check Could Ruin Your Retirement Part 2
on May 19, 2008
with No Comments
You can’t spend money apart from your lifestyle because that’s the definition of lifestyle.
Tax Rebates Are a Losing Proposition Part 1
on May 12, 2008
with No Comments
Tax rebate stimulus checks are a cheap and inefficient gimmick.
Radio: Secrets of Financial Harmony in Marriage
on May 6, 2008
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How to structure your finances to love and respect your spouse.
Subprime Lending
on May 5, 2008
with No Comments
The subprime mortgage meltdown has cost the world 15% of its market capitalization, about $9 trillion. The primary culprit who caused all of this financial loss, pain and suffering is not the mortgage companies.
First Quarter Review 2008
on April 28, 2008
with No Comments
Systemic problems in your portfolio will continue even after the markets rebound.
Tax Freedom Day 2008
on April 21, 2008
with No Comments
If the federal tax cuts expire, we will have to work an extra week for the government.
529 Plans Help with Estate Planning
on April 14, 2008
with No Comments
A $360,000 investment can remove over $2 million from their taxable estate, savings $900,706 in estate taxes.