Financial, investment, and wealth management advice
While there may be ineffective charities which still deserve your support, this process may reveal ways that we can encourage ourselves, our charities, and our charitable giving to do better.
It is difficult to know which sites to trust, but it is easy to know that someone is violating one of the eight safeguarding your money standards or can’t answer the ten questions to ask a financial advisor.
For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.
Even if the world was ending, I still want to have a mortgage.
In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.
Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.
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.
