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Our Articles

The Business of Being an Artist
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Financial planning is simply doing what it takes to give you the means to do what you want. The poorer you are the more you need financial planning. You don’t have any margin for mistakes.

Financial Media Group Sells SEC Required Compliance Emails To Spammers
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One of the problems with government reporting regulations is that personal information is made widely available for abuse.

How Safe is Your Money Market?
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The Securities and Exchange Commission (SEC) changed the rules and required all financial institutions to move pricing their money market from a stable $1.00 price per shares to a floating net asset value.

Gold’s Role In A Portfolio
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Gold advocates will often go to great lengths to tout the advantages of owning gold.

Investing Mistake: Paying Too Much In Investment Vehicle Fees
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There can be great value in the sage advice of a fee-only fiduciary advisor. Even if they brought no value for their investment management, they could still bring great value for their help in comprehensive wealth management. While a competent … Read More

How to Get Started with Retirement Planning
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Most of the assets you use to fund your retirement will come from compounded growth.

Value of a Roth Segregation Conversion Strategy
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While most investment advisors do one total conversion or partial conversion here or there, we have a dedicated Roth segregation strategy, which adds real value to our clients accounts.

How to Set Retirement Goals
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A fee-only financial advisor can provide the decades of support and encouragement to make financial planning, effective life planning.

How to Protect Your Retirement
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For many investors, a fee-only advisor pays for themselves in reduced expenses alone.

Radio: The Case for No Minimum Wage
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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.

How to Lower Your AGI and Why You’d Want To
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Here are 8 reasons you’d want to lower your AGI and 8 methods to lower your AGI.

How to Adjust Risk Appropriately for Retirement
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Risk is about understanding your own greed, fear and pride.

When You Should Not Do a Backdoor Roth
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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.

How to Readjust Your Retirement Plan
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Sometimes the change can be in a direction you did not expect.

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

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