Latest Articles

Practical Advice on Hiring Your Children
with No Comments

Here’s some advice from one daughter employee to a would-be parent employer.

#TBT Estate Planning For A Family Business Balances Three Roles
with No Comments

This whimsical 2004 post uses the hypothetical family business of Belle and the Beast to teach a valuable lesson about passing on the family business to the next generation.

Loophole: How to Perform Qualified Charitable Distributions Out of Ongoing SEP-IRA Assets
with No Comments

It turns out there is still a way to do a QCD out of those assets, but it requires a bit of planning ahead.

The No-Bear Bull Market of the 1990s
with No Comments

Neither the dire pessimism at the start of the Bull Market of the 1990s nor the blind optimism at the end were warranted.

Your Estate Plan Might Disadvantage Your Heir’s Cost Basis
with No Comments

Is what I’m accomplishing here worth sacrificing the step up in basis? If it is not, perhaps there is a better way to implement your estate wishes.

#TBT Getting The Most From Your 401(k) Or 403(b)
with No Comments

The average worker will have a dozen employers and work at each job for less than four years. Your career is now your responsibility, and so is your retirement plan. Allow this 2010 article to be your lifetime Human Resources Department guide to being financially prepared.

Read More Articles


Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only fiduciary advisors who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.

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 have at least $1.5 million in investable assets and 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 ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.

 

Get Started as a Client See Our Whole Team


 

Interested in our services? Contact Us!

Subscribe to our newsletter!