Newsletter Archive

Marotta On Money - September 06 Newsletter

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History and Biography

Assessing Your Finances at Age 50 (09-06-2010)

I'm turning 50 this week, probably the most significant milestone after birth. It's a good time to assess progress on all fronts--physical, emotional, spiritual--and of course financial. If you are close to either side of 50, I'd like to outline the ideal scenario to help you make your own financial assessment. We should have been saving 15% of our income regularly. Even if we don't want to retire until age 70, by 50 we should be well on our way toward securing our retirement. We have managed to save about eight times our annual lifestyle spending.
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In The News

George Marotta & David John Marotta featured on the Rob Schilling Show

George Marotta and David John Marotta appear on the Rob Schilling Show on WINA (1070 AM) to discuss financial reform, specifically the recent Dodd-Frank bill and its implications on the economy. Click here to listen to the show.

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What Your Advisor Doesn't Want You To Ask (09-19-2005)

Simply put, the term "fiduciary" applies to the more than five million individuals who have the legal responsibility for managing someone else’s money. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. Yet, many fiduciaries are not even aware of their legal responsibilities. Last month Bob Arms and I completed a specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies. The Center, in association with the University of Pittsburgh Joseph M.
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