Latest Articles

Q&A: How Do I Use a 529 to Reimburse for Housing at a School Abroad?
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The first step to answering this question is to check that the school you want to attend is an eligible educational institution.

Many Websites Are Merely Side Hustles
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Be on your guard to avoid wasting money following the advice of an article written to maximize revenue.

How To Update Your Address at Schwab and Why It Is Not Straightforward
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Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.

What is Cost Basis and How Do I Calculate It?
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The process of correcting cost basis problems, although time consuming, is worthwhile.

Q&A: Should I Get a Car Loan To Stay Invested?
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With these moderate interest rates, the only clearly wrong decision in my view is buying a car on loan because you cannot afford it outright.

Avoid Identity Theft By Using Different Random Passwords On Each Website
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Here are some of the best practices to protect your identity.

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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.

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