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A Surprising Lesson from the COVID Quarantine
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Yes, we are merely human, but our ideas and our analysis are powerful.

Looking Backward on Socialism: Free College Education For All
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On Tuesday, February 11, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to take a closer look at the calls for free college education in the socialist utopia.

Misuse Of The Term ‘Rebalance’
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That is not what anyone means by the term “rebalancing.” The misuse of the term on Investment News was glaring.

Who Should Own My Child’s 529 Account to Assist the FAFSA?
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With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.

Can I Deduct a 529 Contribution to an Account I Don’t Own?
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Unfortunately, the answer is that you cannot. The 529 account owner receives any state tax deductions for contributions make to their account.

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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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