Latest Articles

How to Implement a DPOA at Schwab
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Estate planning is a task which is never useful until it is too late to do it.

#TBT The Only Right Answer To Debit or Credit?
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You swipe your debit card at the card reader and the clerk quickly asks, “Debit or Credit?” Which should you choose? This 2013 article tells us.

How to See Your Schwab RMD Online (2024 Update)
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On June 2024, Schwab provided an update about viewing and taking your RMD on Schwab.com.

#TBT How to Make a Financial Independence Bucket
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In honor of the Independence Day of the United States, this 2013 article reminds us to prepare for our own Independence Day.

Q&A: Are There Account Closure Fees?
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There are no financial hooks, termination fees, or such imposed by our firm.

#TBT Stress Is Not Your Enemy
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As David Marotta writes in this 2012 post, “If I had to pick one learned skill that has served me the best in my career, it would be learning to grab my mind by the scruff of the neck and drag it back to the task at hand.” This piece reminds us that hard work can sometimes be your best doctor.

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Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service as we strive to provide comprehensive financial planning.

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.

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