Newsletter Archive

Marotta On Money - March 26 Newsletter

Upcoming Events

04/18

5:30pm

Free NCEF Seminar: Tax and Estate Planning for Seniors by David John Marotta

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04/17

6:30 pm

Free NCEF Seminar: The Best ETFs of 2012, by David John Marotta

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In The News

David John Marotta Quoted in "Investment News" on Tax Reform

David John Marotta was quoted in "Investment News" on tax reform and how streamlining the tax code might boost U.S. productivity.

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Featured Video

Video: Roth IRAs Make Great Estate Planning Tools

Financial Planning for the Second Half of Marriage (04-02-2007)

My wife and I are celebrating our twenty-fifth wedding anniversary this month. Our oldest child is now a freshman in college and our youngest is a sophomore in high school. The financial planning issues that were important during the first half of our marriage become critical as a couple enters the second half. The second half of marriage can either be the best time of life or the time when a marriage breaks up. The transition can catch unsuspecting couples off guard.
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marriage