Latest Articles

How To Use a Marotta Capital Gains Tax Hurdle Report
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These complex formulas help decide when highly appreciated investments should be sold and the proceeds put in a different investment philosophy.

How to Donate Appreciated Stock to Your Donor Advised Fund (Schwab Charitable)
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Once your Donor Advised Fund has been opened, Schwab Charitable has a very straightforward process for donating appreciated stock to charity.

#TBT Can a 529 Reimburse for Last Year’s Expenses?
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Unfortunately, there is no correct answer to this question, but here is what we do know.

Freedom Investing in Review (September 2021)
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This quarter, we saw that in 1-year returns ending September 30, 2021, Developed Freedom Investing had a +0.70% advantage, Emerging Market Freedom Investing had a +1.64% advantage, and Overall Freedom Investing had a +0.71% advantage.

The Role of a Roth IRA in Early Retirement
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There are several distribution rules that make Roth IRAs great savings tools for early retirees.

#TBT How to Self-Insure for Long-Term Care Health Expenses
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Long-Term Care insurance is too risky and too expensive. If you can self-insure, you will likely be better off.

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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.

 

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