Newsletter Archive

Marotta On Money - October 27 Newsletter



The Mindset of the Lottery (10-26-2014)

A classic conversational pastime is answering the question, "What would you do if you won the lottery?" The game often reveals to ourselves and one another what we truly value. In wealth management, we use the question to help clients figure out why they are saving money. It is a critical part of life planning. Financial distress often comes from a failure to live according to our values regardless of our income level. However, the question, "What would you do if you won the lottery?" is poorly phrased.
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In The News

Free NCEF Seminar: NAPs: Tax Credits for Giving to Local Charities

If you missed Matt's talk, you can download the slides and his narration at SlideShare. *Topic:* Neighborhood Assistance Programs: Tax Credits for Giving to Local Charities *Speaker:* Matthew Illian, CFP®, AIF® Wealth Manager, Marotta Wealth Management, Inc.
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Mindless Spending 1: Frequency Matters More Than Height (11-09-2009)

Dieting and budgeting face similar hurdles in the American lifestyle. Some of us live to eat; others eat to live. Attempting to reduce our spending is every bit as challenging as trying to slim our waistlines. Some shop to live; others live to shop. We can better understand mindless spending by looking at some of the psychological studies that Dr. Brian Wansink describes in his book Mindless Eating. He explains, "Everyone--every single one of us--eats how much we eat largely because of what is around us.
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