Newsletter Archive

Marotta On Money - September 01 Newsletter

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Medical Expenses

Cryptic Medical Bills and Health Insurance (08-31-2014)

Dr. Michael Kirsch, a practicing physician and newspaper columnist, has lamented that he has difficulty answering a number of his patients' questions. Our continuing series offers responses to these questions. Previous articles can be found on our blog. Question 5 is "Why can't patients receive medical bills they can understand?" Recently, I (David) happened to visit the doctor, the dentist and the vet all in the same two weeks. The experience has stuck with me ever since. We paid the vet on the way in before we'd even set down the cat carrier.
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09/01

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09/01

Labor Day

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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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Avoid Budget Busters Part 4: Budgeting Pitfalls (03-22-2010)

Thrift is having a sure hand that controls your spending so your spending doesn't control you. The goal isn't to be rich but rather thoughtful, industrious, content and thrifty. We all know that impulse spending and unexpected emergencies can wreak havoc on your budget. But sometimes we make the mistake of deliberately budgeting the impossible. Unrealistic plans are like piano music requiring you to stretch your hand farther than humanly possible. If you purposefully set the required spending in one category too high, you won't be able to trim other categories to bring your overall spending into harmony.
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Budgeting