Our Answers to 8 Common Prospective Client Questions
on September 23, 2022
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We recently received the following questions from a prospective client. Here are our answers.
Latest Articles
#TBT Tax By Inflation
on September 22, 2022
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Inflation has at least four grievous effects on our economy. This 2014 article explains them.
Q&A: Can I Hire My Child If I Have a Solo-401(k)?
on September 20, 2022
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You can find out if your child or other employee qualifies by reviewing your 401(k) plan document.
The Two Koreas
on September 16, 2022
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After my military service in World War II, I warned fellow students that “there is going to be trouble in Korea!”
#TBT Five Reasons to Have Some Cash Equivalents
on September 15, 2022
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Staying fully invested is an important part of your financial plan. Yet still, there are at least five reasons to hold cash.
The Pitfall of ‘Buy Term and Invest the Difference’?
on September 13, 2022
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With life insurance salesmen, life insurance often becomes the hammer and any client concern a nail.
Our goal is to help our clients meet theirs.
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.
If you 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 Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
