Newsletter Archive

Marotta On Money - January 09 Newsletter

savings.png

Saving

Compute Your Net Worth Once a Year -2012 (01-09-2012)

Since the end of last year, the U. S. markets went up and then down and then back up to end the year sideways. Market volatility was especially pronounced in the European Union as sovereign debt and the struggle to enact austerity measures whipsawed the markets, although not as a result of any changes in the underlying fundamentals. If you are within 20 years of retirement (age 45 to 65), it's critical to get your retirement planning updated. Computing your net worth annually is like taking a sextant reading to chart your course toward financial security.
[click here to read more]

Upcoming Events

01/12

1:30pm

David John Marotta Speaking at Senior Statesmen of VA

Learn more

01/20

Update your directory of information and annual statements

Learn more

In The News

Radio: The High Cost of Regulation

David John Marotta was featured on WINA 1070's Rob Schilling Show on December 14, 2011. The topic was the high cost of regulation, leaning libertarian, and the roots of David's leaning libertarian. David's interview portion begins at 13 minutes, 50 seconds on the recording.

[click here to read more]

Featured Video

Video: Roth IRAs Make Great Estate Planning Tools

Decide to Be Rich (04-07-2008)

It used to be that becoming a millionaire was regarded as a huge achievement. In today’s dollars, however, it is fairly trivial. According to the Department of Labor’s inflation calculator, $1 million today was worth only $183,285 in 1970. But $1 million in 1970 had the same buying power as $5,456,005 today. That’s the new rich: over $5 million. Depending on your lifestyle, if you have amassed $1 million at age 65, you may not even have enough to retire. At age 65, you can withdraw only 4.
[click here to read more]

budgeting

Budgeting