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#TBT Realize Some Capital Gains Each Year To Keep Taxes Low
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There are at least four different capital gains tax rates. This 2017 article has how to minimize your tax owed at each one.

Q&A: What is a Diversified Alternative to an Individual Bond Ladder?
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A stability allocation has two purposes: to meet withdrawal needs and to move the portfolio more conservative (less risky) by dampening the volatility of stock returns.

Financial Planning for Success and Significance in Retirement (LIFE007)
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The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.

How to Acquire Prepaid Schwab Cashiering Envelopes
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Unfortunately, you must order cashiering envelopes directly from a Schwab agent. Here’s how you do it.

#TBT How Do You Value a Gift of Stock for Taxes?
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This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.

The Price of Listening to Dire Predictions
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We do not try to time the markets and instead we believe it is always a good time to have a balanced portfolio.

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Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only financial advisors. 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 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 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.


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