Latest Articles

Inherited RMD Update: IRS Waives 2024 Penalties and Delays to 2025
with No Comments

Taxpayers waiting for final guidance, have seen penalties waived for 2021 or 2022 RMDs, for 2023 RMDs, and now for 2024 RMDs.

#TBT Learning to Live on Your Own
with No Comments

Here are several tips on how to live richly on your own.

Freedom Investing in Review (March 2024)
with No Comments

This quarter, we saw that in 1-year returns ending March 31, 2024, Developed Freedom Investing had a -5.8% disadvantage, Emerging Market Freedom Investing had a +3.83% advantage, and Overall Freedom Investing had a -2.89% disadvantage.

#TBT Frequency Matters More Than Height
with No Comments

This 2009 article reminds us, “When we are worried about our expenditures, we tend to look at the dollar amounts more than the frequency of our purchases.” However, to combat mindless spending, we should look to trim recurring expenses first.

Implement a Savings Waterfall for 2024
with No Comments

With a savings waterfall, you immediately know which buckets to fill when there is excess and which should remain dry if there isn’t enough for all your goals.

#TBT Can a 529 Reimburse for Last Year’s Expenses?
with No Comments

This article offers an overview of what we know about 529 reimbursement timing.

Read More Articles

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.


Get Started as a Client See Our Whole Team


Like what you read? Subscribe to our newsletter!