Newsletter Archive

Marotta On Money - December 05 Newsletter


Life Planning

A Wealth of Satisfaction (12-05-2011)

True life planning begins when you realize you are unique. There will never be another you in the history of the universe. Your calling is yours alone. Understanding yourself is the first step in managing your financial affairs to support your life plan. Studies show that people think about money as a pyramid similar to psychologist Abraham Maslow's hierarchy of needs. Our first priority at the base of the pyramid is hand to mouth, meeting our physiological needs.
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Upcoming Events


Be sure you have taken your Required Minimum Distributions from your IRA accounts

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Know the reason for the season

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In The News

Questions Worth Asking on Marotta On Money

Check out Marotta On Money for December's theme: Questions Worth Asking.

This month we will be looking at answers to this question in particular: What is one of your favorite things that you've been able to do with your money?

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Belle Didn't Really Love Scrooge (12-11-2006)

About this time each year I re-read "A Christmas Carol," by Charles Dickens. By far, the saddest portion of the book is the scene where the ghost of Christmas past forces Ebenezer to relive the day his fiancée breaks their engagement and his heart. While we often assume that Ebenezer did not love Belle, the sad truth is that Belle never really loved Scrooge. Belle's financial personality is what Bert Whitehead, financial expert and author, describes as a "Bon Vivant" in his book "Facing Financial Dysfunction. " In his book, Whitehead maps financial personality on two different axes.
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christmas carol

Dickens' "A Christmas Carol"