Radio: Best Time to Invest 2019
on March 25, 2019
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There is always an excuse to delay doing something that involves risk. They close the show reminding you not to wait. Invest now.
Latest Articles
Practical Advice on Hiring Your Children
on March 22, 2019
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Here’s some advice from one daughter employee to a would-be parent employer.
#TBT Estate Planning For A Family Business Balances Three Roles
on March 21, 2019
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This whimsical 2004 post uses the hypothetical family business of Belle and the Beast to teach a valuable lesson about passing on the family business to the next generation.
Loophole: How to Perform Qualified Charitable Distributions Out of Ongoing SEP-IRA Assets
on March 19, 2019
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It turns out there is still a way to do a QCD out of those assets, but it requires a bit of planning ahead.
The No-Bear Bull Market of the 1990s
on March 18, 2019
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Neither the dire pessimism at the start of the Bull Market of the 1990s nor the blind optimism at the end were warranted.
Your Estate Plan Might Disadvantage Your Heir’s Cost Basis
on March 15, 2019
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Is what I’m accomplishing here worth sacrificing the step up in basis? If it is not, perhaps there is a better way to implement your estate wishes.
Our goal is to help our clients meet theirs.
Marotta Wealth Management is a team of fee-only fiduciary advisors 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 have at least $1.5 million in investable assets and 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.
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