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  Topic: Where in the World Should You Invest? (2011-03-28)
marotta

Replies: 3
Views: 912

Post image iconForum: Investing, Stocks and Bonds   Posted: Mon Mar 28, 2011 2:15 pm   Subject: Where in the World Should You Invest? (2011-03-28)
Where in the World Should You Invest? (2011-03-2Cool

by David John Marotta

Finding countries where you can plant your investments in fertile soil may be one of the most important asset allocation ...
  Topic: Save 97 Percent of Any Windfall (2011-03-21)
marotta

Replies: 0
Views: 1449

Post image iconForum: Personal Finance   Posted: Thu Mar 24, 2011 12:11 pm   Subject: Save 97 Percent of Any Windfall (2011-03-21)
Save 97 Percent of Any Windfall (2011-03-21)

by David John Marotta

Surprisingly, studies show that onetime windfalls can actually impoverish you. They make you feel rich, which inevitably leads ...
  Topic: Multiple Accounts: An Essential Management Tool (2011-03-14)
marotta

Replies: 0
Views: 1328

Post image iconForum: Personal Finance   Posted: Thu Mar 24, 2011 12:10 pm   Subject: Multiple Accounts: An Essential Management Tool (2011-03-14)
Multiple Accounts: An Essential Management Tool (2011-03-14)

by David John Marotta

To build real wealth, you need specific wealth management tools. One of these is opening the right accounts and ...
  Topic: Don't Retire: Keep Significant Goals (2011-03-07)
marotta

Replies: 2
Views: 940

Post image iconForum: Retirement Planning   Posted: Thu Mar 24, 2011 12:09 pm   Subject: Don't Retire: Keep Significant Goals (2011-03-07)
Don't Retire: Keep Significant Goals (2011-03-07)

by David John Marotta

Most Americans fail to plan adequately for retirement and consequently miss out on opportunities to enjoy the last third o ...
  Topic: Roth Recharacterization 2011 (2011-01-31)
marotta

Replies: 2
Views: 5841

Post image iconForum: Retirement Planning   Posted: Tue Feb 01, 2011 3:31 am   Subject: Roth Recharacterization 2011 (2011-01-31)
Roth Recharacterization 2011 (2011-01-31)

by David John Marotta

Last year was the year of the Roth conversion. Now it's time to consider how much of the conversion to keep. Although that decisio ...
  Topic: The Two Portly Gentlemen Are Entrepreneurial Philanthropists
marotta

Replies: 1
Views: 1784

Post image iconForum: Earning & Income   Posted: Thu Dec 23, 2010 6:59 pm   Subject: The Two Portly Gentlemen Are Entrepreneurial Philanthropists
The Two Portly Gentlemen Are Entrepreneurial Philanthropists (2010-12-13)

by David John Marotta

As I do every December, I have been enjoying rereading "A Christmas Carol" by Charles Dickens. Thi ...
  Topic: When Donating a Dollar Only Costs Five Cents
marotta

Replies: 0
Views: 1060

Post image iconForum: Personal Finance   Posted: Mon Nov 15, 2010 2:13 pm   Subject: When Donating a Dollar Only Costs Five Cents
When Donating a Dollar Only Costs Five Cents (2010-11-0Cool

by Beth Nedelisky & David John Marotta

According to a poll published last month by Fidelity Investments, Americans are likely to giv ...
  Topic: Wealth Management Is In Your Control (2010-11-01)
marotta

Replies: 9
Views: 3363

Post image iconForum: Money Watch   Posted: Thu Nov 04, 2010 2:33 am   Subject: Wealth Management Is In Your Control (2010-11-01)
Wealth Management Is In Your Control (2010-11-01)

by David John Marotta

For many people, tomorrow's midterm elections feel like a political struggle over which they have very little control. It ...
  Topic: Liberals Get Basic Economics Wrong (2010-10-25)
marotta

Replies: 11
Views: 4869

Post image iconForum: Money Watch   Posted: Mon Oct 25, 2010 9:30 pm   Subject: Liberals Get Basic Economics Wrong (2010-10-25)
Liberals Get Basic Economics Wrong (2010-10-25)

by David John Marotta

Economics 101 is based on facts, not opinions. In a study by Zogby International, liberals and progressives would fail the c ...
  Topic: Seventy-Five Days Left for Tax Management (2010-10-18)
marotta

Replies: 0
Views: 14028

Post image iconForum: Taxes   Posted: Mon Oct 25, 2010 9:30 pm   Subject: Seventy-Five Days Left for Tax Management (2010-10-18)
Seventy-Five Days Left for Tax Management (2010-10-1Cool

by David John Marotta

In just 75 more days the largest dollar-denominated tax hike in U.S. history will take effect. If you have been focus ...
  Topic: Getting the Most from Your 401(k) or 403(b) (2010-10-11)
marotta

Replies: 2
Views: 3359

Post image iconForum: Retirement Planning   Posted: Mon Oct 25, 2010 9:29 pm   Subject: Getting the Most from Your 401(k) or 403(b) (2010-10-11)
Getting the Most from Your 401(k) or 403(b) (2010-10-11)

by David John Marotta

For many workers, their retirement account is their largest asset. Having so much of your nest egg in one place mea ...
  Topic: Umbrella Insurance Is Always the Right Answer (2010-10-04)
marotta

Replies: 0
Views: 855

Post image iconForum: Personal Finance   Posted: Mon Oct 25, 2010 9:28 pm   Subject: Umbrella Insurance Is Always the Right Answer (2010-10-04)
Umbrella Insurance Is Always the Right Answer (2010-10-04)

by David John Marotta

If you have a personal umbrella insurance policy, congratulations. If you don't, you must not have a lot to lose. ...
  Topic: Rising Capital Gains Tax Hurts Everyone (2010-09-27)
marotta

Replies: 3
Views: 758

Post image iconForum: Money Watch   Posted: Wed Sep 29, 2010 2:33 am   Subject: Rising Capital Gains Tax Hurts Everyone (2010-09-27)
Rising Capital Gains Tax Hurts Everyone (2010-09-27)

by David John Marotta

Because of Obamacare and the failure of Congress to extend current tax rates, capital gains taxes will soon rise from 1 ...
  Topic: Hong Kong: An Ideal Place to Invest (2010-09-20) by David J
marotta

Replies: 1
Views: 744

Post image iconForum: Investing, Stocks and Bonds   Posted: Thu Sep 23, 2010 12:39 pm   Subject: Hong Kong: An Ideal Place to Invest (2010-09-20) by David J
Hong Kong: An Ideal Place to Invest (2010-09-20)

by David John Marotta

According to the Heritage Foundation's 2010 Index of Economic Freedom, Hong Kong has the most economic freedom. Freedom doe ...
  Topic: The Very Last Chance for a Massive Roth Conversion (2010-09-
marotta

Replies: 0
Views: 13998

Post image iconForum: Taxes   Posted: Wed Sep 15, 2010 12:46 pm   Subject: The Very Last Chance for a Massive Roth Conversion (2010-09-
The Very Last Chance for a Massive Roth Conversion (2010-09-13)

by David John Marotta

A tax tsunami is coming at the end of this year. The higher your adjusted gross income (AGI), the closer you ...
 
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