Newsletter Archive

Marotta On Money - May 21 Newsletter

Marriage and Finances

How Does Marital Status Affect Your Federal Taxes (05-21-2012)

Laws have always regulated who may marry, the obligations related to marriage and children and whether and how a marriage can be ended. Governments have always put their own social agenda above the pluralism of personal choice. Never in history have governments considered marital relations strictly private. In the U. S. tax code, hundreds of assumptions and provisions are based on the definition of marriage. And many more are found in federal entitlement programs, immigration laws and social benefits. A man and a woman living together outside of marriage are taxed separately.
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Upcoming Events

05/25

Virginia's Sales Tax Holiday: Hurricane and Emergency Preparedness Equipment.

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05/27

Memorial Day

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In The News

George & David Marotta Featured in Reuters Article on Grandparents and Finances

George Marotta was featured in an article in Reuters on how grandparents can have a large positive impact on children and grandchildren, with specific examples of ways finances can bring families together.

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Featured Video

Video: Roth IRAs Make Great Estate Planning Tools

Investment Strategies Part 5: In Defense of Diversification (08-10-2009)

Diversifying your asset allocation among investments with a low correlation can and should reduce your portfolio's volatility and boost your returns. But critics are claiming this strategy is no longer valid. That's because they don't understand the nature of what happened in 2008. Fickle followers of asset allocation point to the market drop in the fourth quarter of 2008 as evidence that diversification has been discredited. Every investment philosophy and asset class moved downward at the same time. They point out that asset classes are more highly correlated when stocks move down than when they move up.
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