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Author: TMFBro Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121095  
Subject: Obituaries for Phil Marti Date: 5/2/2014 10:45 AM
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This is what will appear (if it hasn't already) in the Topeka Capital Journal, the Washington Post and the Blade.

Phillip R. “Phil” Marti, 65, a longtime IRS employee who most recently lived in Clarksburg, Maryland, passed away on April 16. He died of multiple complications from surgical procedures.

Working out of the IRS’s headquarters in Washington for most of his career, Phil also spent years working for the IRS in both Chicago and Los Angeles. At the IRS, he last served as Senior Program Analyst. Phil worked with agency legislative agenda development as well as procedures for implementing new laws affecting agency operations. He was a member of the Clinton Administration's Healthcare Reform task force in 1993. He left the IRS in 1997 and had been retired since then, while completing some occasional freelance assignments at The Motley Fool.

Following his retirement, Phil returned to Kansas to care for his aging parents until their deaths and then returned to the Washington area. He lived in Clarksburg for almost a decade.

He once sang with the Gay Men’s Chorus of Washington and later volunteered to help them in an administrative capacity. For years, Phil also volunteered to help elderly and lower-income people complete their tax forms. He attended All Souls Episcopal Church in Washington, where he served as membership secretary for a term and regularly read lessons at Sunday services. Phil recently had been reading to children through an elementary school in Clarksburg. In Kansas, he volunteered with Grace Cathedral in Topeka.

Phil was a big fan of theater, travel, gourmet cooking, playing cards, and pet sitting for friends. Loved ones remember him for his wonderful sense of humor and quick wit.

Born and raised in Topeka, Kansas, Phil graduated from Topeka High School in 1966 and received a Bachelor of Science degree from the Illinois Institute of Technology in 1970.

He is survived by his brother and sister-in-law Bill and Dian Marti of Yankton, South Dakota, his cousin Barbara Gibson of Newton, Kansas, as well as numerous relatives in Kansas and friends in the Washington and Chicago areas.

Funeral services will be May 23 at 1 p.m. at Grace Episcopal Cathedral Topeka. A memorial service will be conducted May 31 at 1 p.m. at All Souls Memorial Episcopal Memorial Church in Washington, D.C. Memorial contributions may be made to the Grace Episcopal Cathedral capital campaign, 701 SW 8th Ave, Topeka, KS 66603 or All Souls Memorial Episcopal Church capital campaign, 2300 Cathedral Avenue, NW, Washington, DC 20008.


And this is from the recent issue of Rule Your Retirement.

Dear Fellow Fools,

We're all here because we're preparing for our financial futures, either as footloose retirees or almost-there wannabes. We Fools know that nobody cares as much about your retirement as you, and that's what has brought us together in our Rule Your Retirement community.

But today, I'd like to pause our ever-forward thinking, just for a bit, to reflect on a Foolish life well lived.

Longtime RYR contributor Phil Marti (TMFPMarti) passed away shortly before 1 a.m. on April 16 while recovering from a series of surgeries. Phil worked for the IRS for 25 years, so it somehow seemed fitting that he died one hour after the April 15 tax-filing deadline. (We know he'd have something wry to say about that.) Although Phil spent much of 2014 recovering in the hospital, that didn't prevent him from answering your tax questions on the RYR discussion boards as late as April 10.

If you ever held the stereotype of an IRS employee as a heartless, humorous troll, Phil quickly disabused you of such a notion. He shared his time and expertise freely and generously, even participating in the Volunteer Income Tax Assistance program, which provides free income-tax preparation for the elderly and poor — not to mention answering countless board posts right here in our RYR community.

So how did this exemplar of a Fool spend his retirement? He went home to Kansas to take care of his aging parents. Once they passed away, he returned to the Washington, D.C., area, a move that benefited many Motley Fool employees, as it made it easy for Phil to attend our annual Financial Health Days to un-fuddle any tax-befuddled Fools at HQ. (Yes, taxes can confuse us, too.)

Once a month, Phil read a children's book to first graders in a lower-income school. In an email, he explained to me that "each student gets a copy of the book to keep. At the end of the year, each has the start of a library. It's a lot of fun, and if it gets one of them in the habit of reading, it's well worth it." He certainly had the voice of a storyteller. He sang with the Gay Men's Chorus of Washington and had a pleasant drawl that sounded too Southern for someone who grew up in Kansas.

Given Phil's penchant for illustrating financial principles with folksy anecdotes, I don't think he'd mind if I throw in a little lesson here. When he first entered the hospital in late January, he was expecting to have shoulder surgery, but the doctors soon discovered lung cancer. Such things are rarely expected, but I'm sure Phil had all his legal documents squared away, including a list of his final wishes. As he once wrote, "Review the list at least annually, with a final once-over when you figure the time is near. My mother's list was 20 years old. We tore the house apart looking for the favorite nightgown she wanted to be buried in until Dad finally told us she'd worn that out years ago. The two [surviving] requested pall bearers wouldn't fit down the aisle of the church with their walkers and the casket. Thank God for cousins."

That's pure Phil. And just one of the many reasons we'll miss him.


Best,
Robert
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