Five Ways to Thrift Your Empty Gearharts Chocolates Box
on December 4, 2020
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I cannot throw away such a delightful box.
Latest Articles
#TBT Marotta on A Christmas Carol
on December 3, 2020
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Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.
Gift Ideas for 3-Year-Olds
on December 1, 2020
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As the proud mother of a now four-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
Q&A: Can I Make a Prior-Year Roth Conversion This Year?
on November 30, 2020
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Alas, the year you move the funds from traditional IRA to Roth IRA is the year that those assets are taxed.
Q&A: Are There Any Restrictions on How Much or Who Can Convert to Roth?
on November 27, 2020
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Taxpayers of any income level, age, and employment or retirement status can convert their pre-tax individual retirement assets to Roth IRA.
#TBT How Not to Go Broke at Thanksgiving
on November 26, 2020
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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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