We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.

We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.

For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!

Our Articles

How Do I Take an RMD From an Illiquid Asset?
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The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.

RMD Mistake: Aggregating the Wrong Accounts
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Can you aggregate RMDs? Yes, for some account types. Should you aggregate your RMDs? Not unless you have a really good reason to.

How to Analyze an Individual Stock
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Let’s use some of the publicly available information about HubSpot, Inc. (HUBS) to see what factors the stock shares.

#TBT Financial Help for the New Year
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A 2007 article that stands the test of time. This is the year you should keep your financial resolutions. Getting help from an objective advisor can provide both a powerful catalyst for action and real peace of mind.

Open a Roth IRA Today or Regret It Later
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Seriously, open and fund your Roth IRA now. You’ll regret it later if you don’t get started now.

2018 Retirement Plan and HSA Contribution Limits
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Here are the numbers for how much you can save in retirement accounts and Health Savings Accounts in 2018.

Spam Solicitation from Albemarle Insurance Agency
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Albemarle Insurance Agency’s hiring solicitation shows the difference between insurance salesmen and fee-only fiduciary advisors.

#TBT How to Live on 24 Hours a Day
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A short quote from this 2004 inspiration, “Time is so much more than money. If you have time, you can acquire more money. But money can’t buy you more time. Time is a great equalizer. You can’t go into time debt. Every day the rich and the poor alike are given twenty-four hours to spend.”

My Best Case for Socially Responsible Investing
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My best case for SRI is a personal story of lace, oil paintings, tobacco, and Ray Stedman.

Marotta on A Christmas Carol
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Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics.

#TBT A Christmas Sermon
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In this 2008 article, David Marotta gives you a taste of his religious tradition while encouraging us all to “look to integrate finances with your spiritual traditions to reflect the best of your values and live life holistically.” It is an uplifting, timeless sermon.

Q&A: Can I pay for my student’s computer repair using 529 funds?
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In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?

New 2018 Tax Law (Tax Cuts and Jobs Act)
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The Tax Cuts and Jobs Act came out of conference, which means that the House and Senate bills have been reconciled into one piece of legislation.

Your Portfolio May Be Missing Canada
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Under weighting Canada could have the effect of diminishing your returns. If your fund under weights Canada, consider switching to a lower cost fund which properly represents it.

Gift Ideas for Your Grandbabies: 0-12 months
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As the proud mother of a one-year old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

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