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Pension-Linked Emergency Savings Account (ESA) Available in 2024 (Secure 2.0)
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While the initial details sound promising, the downsides are many.

#TBT Keep Christmas Your Own Way
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In “A Christmas Carol,” Ebenezer Scrooge calls Christmas a “humbug” because of the foolish way people celebrate it. This 2008 article reminds us that it is sometimes wise to simplify Christmas.

In Roth Conversions, Paying the Tax is One of the Benefits
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Taxes related to traditional IRA withdrawals only happen once. Meanwhile, the funds in your taxable account are subjected to taxation each year.

Don’t Increase Your Bond Allocation In Bear Markets
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There is an artistry to a bond allocation, and while the historical analysis can only be suggestive, they do tell a strong narrative.

#TBT The Economics of a Thanksgiving Turkey
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This article should give you something fun to discuss this year.

Today, We Celebrate Saving Tuesday
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Saving Tuesday is the Tuesday before Thanksgiving. It is a day to 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.

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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