Latest Articles

The Complete Guide to Planned and Charitable Giving
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Taking these few extra steps can maximize your gift’s benefit to both you and the recipient.

Is ‘Buy On The Dips’ A Good Investing Strategy?
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“Buy on the dips” is a good strategy only because of the first word.

Roth Conversions and the Virginia Age Deduction Phase-Out
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Federal AGIs between $75,000 and $99,000 of couples over age 65 begin to lose this age-based special treatment and lose the tax savings they had at lower income levels.

#TBT High Prices For Energy Are Good!
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This 2001 post from George Marotta reminds us that “If prices are determined by the market place, there is never a ‘shortage’ of anything. There is an excess of demand because energy prices are too low.”

You Should Fund Your HSA for The Maximum
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We recommend that you fund your Health Savings Account (HSA) to the maximum limit each year and that you keep funding it to the maximum as long as you can no matter how much money you have in the account.

A Closer Look at the 529 Expansion Reveals Uncertainty and Disappointment About Lower Education Expenses
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A closer look at the U.S. Code reveals a bit of uncertainty but a lot of promise.

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Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only fiduciary advisors who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.

Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.

If you have at least $1.5 million in investable assets and want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.

You can also read our ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.

 

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