Newsletter Archive

Marotta On Money - March 12 Newsletter

Retirement Planning

Gain $152,000 by Smart Filing for Social Security (03-12-2012)

Social Security benefits can represent a big stack of cash. A typical monthly benefit of $2,200 has a present value well over $500,000. Consider all your Social Security options carefully to avoid making a costly mistake. Like all government law, Social Security is not a simple piece of legislation. Since the Social Security Act became law in 1935, hundreds of amendments have added to the complexity. To make the best decision, you must consider health, income before retirement, income during retirement and taxes. Retirees cannot rely on commonly held beliefs.
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Upcoming Events

03/14

5:30 pm

Free NCEF Seminar: Social Security: How to get $250,000 More from the IRS --Matthew Illian presents

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03/15

Corporate Tax Returns Are Due

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In The News

NCEF Seminar: Social Security: How to get $250,000 More -Matthew Illian

Free NCEF Seminar: "Social Security: How to get $250,000 More"

Presenter: Matthew Illian

Date and Time: Wednesday, March 14 from 5:30-6:30pm

Location: Charlottesville Senior Center

Description: Choosing the best age to begin receiving your Social Security income is more complicated that it appears. Most retirees get this wrong and miss out on maximizing their lifestyle in retirement. There are several “loopholes” that you need to know in order make the most educated decision. Making a poor choice can cost up to $250,000 in reduced benefits.

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Featured Video

Video: Roth IRAs Make Great Estate Planning Tools

Retirement Wisdom Part 4 - Adjust Risk Appropriately (11-15-2004)

When the market is doing well it seems as though investing is strictly about the wisdom of knowing where to plant, when to water, and having the patience to wait for it to grow. But in fact in both good times and bad times, investing is really about managing your emotions. If you want to be an investor, you have to grow to understand not only the relationship between risk and return, but also your own reaction to it. There are four deadly sins that will keep you from managing risk appropriately: ignorance, greed, fear and pride.
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