Exemptions to Fiduciary Rule Jeopardize 401(k) Plans
Being a fiduciary means more, regardless of what the Department of Labor might write in their press releases.
Financial, investment, and wealth management advice
Being a fiduciary means more, regardless of what the Department of Labor might write in their press releases.
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.
One obscure way we bring value to clients is how we bill them.
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.
While you may think that the account owner needs to stay the same, you can easily change the account owner.
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.
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.