Newsletter Archive

Marotta On Money- July 06 Newsletter

Life Planning

Life Planning Part 1: Plenty of Money (07-05-2010)

Thoughtful wealth management is more than just maximizing net worth. It also gives us the best chance of meeting our life goals. Wealth is only valuable because it helps us make a significant impact on our world. It doesn't give us meaning. Life planning takes a holistic look at what you truly value. And for most people, their life is more important than their money. Only after exploring your life goals can you structure your finances to help you realize your dreams. A fee-only fiduciary wealth manager sits on the clients' side of the table.
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In The News

Summer is a great time to think about financial planning.

Summer is one of the best times for us to help a new family get their financial house in order. Usually it is a quiet time when we can gather information, identify goals and make plans for the coming school year. The first few steps of wealth management require calendar time and summer provides enough calendar time so that we are ready by the time fall arrives.

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Featured Video

Video: How to Avoid Higher Cost Mutual Funds

Learning to Live on Your Own, Part 2 (02-18-2008)

Last week we discussed the many ways you can save money as you learn to live on your own. Our suggestions included sharing housing costs, buying a previously owned car with cash, preparing meals instead of eating out, and eliminating the frills from services that are deducted automatically each month from your checking account. Here we offer some sound advice on how to put that money you've saved to work for you. First, look carefully at your company’s benefits plan. Disability insurance is probably the most neglected insurance. Consider signing up through a work plan.
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