Latest Articles

Annuities: Just Say No.
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You don’t need their product. You don’t even need to know why their specific product is bad. Just say no.

Can Taxable Life Insurance Benefits Contribute to an IRA?
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If you have this fringe employer or former employer benefit, I hope you are able to take advantage of making small Roth IRA contributions throughout your retirement.

#TBT Don’t Eat Yourself Out of Financial Security
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As this 2003 post remind us, “The worst financial problems stem from trying to live a champagne and caviar lifestyle on a beer and chips budget” and it has a few common sense rules to uncommon cents savings.

Dying Young is Not A Retirement Plan
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Yes, many retirees may die with significant assets. However, this helps to ensure that they have sufficient assets to support their lifestyle should they make it to age 100.

Q&A: How Do I Inherit a Relative’s 401(k) plan?
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“I’m 19 years old. How do I inherit a 401(k) from my aunt?”

#TBT How Not to Go Broke at Thanksgiving
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As the season of holiday shopping approaches, this 2018 article reminds us, “Before you throw your money at various companies, squirrel some savings away for your future self.”

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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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