Exemptions to Fiduciary Rule Jeopardize 401(k) Plans
on May 24, 2022
with No Comments
Being a fiduciary means more, regardless of what the Department of Labor might write in their press releases.
Latest Articles
Today Was An Intraday Bear Market (May 2022)
on May 20, 2022
with No Comments
The S&P 500 saw an intraday bear market today, dipping over 20% down from a prior high and then correcting back before the day’s close.
Billing Retirement Accounts to Maximize After-Tax Net Worth
on May 20, 2022
with No Comments
One obscure way we bring value to clients is how we bill them.
Bond Markets: Worst Quarter in 40 Years & Not That Bad (April 2022)
on May 19, 2022
with No Comments
We think holding your next seven years of spending in relatively safe bonds is always a good idea. But holding too much in bonds may not keep up with inflation and is not ideal for your long-term investment strategy.
How to Change a 529 Plan Account Owner
on May 17, 2022
with No Comments
While you may think that the account owner needs to stay the same, you can easily change the account owner.
How to Calculate Taxable Social Security (2021 Line 6b)
on May 13, 2022
with No Comments
If you receive Social Security benefits, the portion of those benefits which will be taxable depends on your income. The taxable portion can be anywhere from 0% to a maximum of 85% of your benefits.
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.
