Articles

For many investors, a fee-only advisor pays for themselves in reduced expenses alone.

David John Marotta was interviewed on the Schilling Show discussing the minimum wage, and the reasons keeping (or raising) a mandatory minimum wage could actually hurt some workers.

Here are 8 reasons you’d want to lower your AGI and 8 methods to lower your AGI.

Risk is about understanding your own greed, fear and pride.

Like how diner coffee gets more bitter as the waitress tops off your cup with more coffee from the pot, so too the growth on your nondeductible assets increases your tax owed by decreasing the percent post-tax assets in your cup.

Sometimes the change can be in a direction you did not expect.

You can’t invest for the future in the future. Don’t let your fear of the future ruin your future.

Every pay period, pay yourself first. You won’t miss what you don’t see.

Yikes! This is a costly mistake.

Failure to plan for retirement is the primary reason why retirement plans fail.

Trusts are like Calvinball except that the government is trying to play referee. It is quickly confusing.

Retirement doesn’t give you a second chance. Measure twice and retire once.

Families that consider generational financial planning techniques can reduce the burden of taxes on the family as a whole.

Unfortunately the age restriction makes the charitably-inclined young, who are more likely to be in the 0% capital gains bracket, unable to make QCDs.

I have learned there are so many more wise plans than just “top of the bracket” conversions.