Newsletter Archive

Marotta On Money- July 13 Newsletter


Life Planning

Life Planning Part 2: Just a Few Years Left (07-12-2010)

George Kinder, a member of the National Association of Personal Financial Advisors and a fee-only financial planner, founded the Kinder Institute of Life Planning.  He helped popularize the concept of financial life planning, which begins with the idea that financial advisors should understand their clients' life purpose and structure their finances accordingly. In other words, they should begin with the end in mind. This is both obvious and genius. Kinder is probably best known for his now famous "three questions" that seek to uncover those goals and values most central in our lives.
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In The News

Radio: Virginia Land Preservation Tax Credits

The Virginia land preservation tax credit can reduce your state taxable income by 16%. Proactive tax management techniques can save thousands of dollars. David John Marotta appeared on radio WINA 1070's Schilling Show on July 13, 2010 from 12:30-1pm to discuss this topic.

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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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