Financial, investment, and wealth management advice
Once you set up your new login, the next times you return Social Security, you can login using the “Sign in with LOGIN.GOV” button instead and your new credentials.
This 2015 article reminds us of the benefits of umbrella insurance. We recommend $2 to $5 million of umbrella coverage for typical families with assets over $300,000.
Furthermore, it is difficult for clients to locate the full account number through simple clicking around the online portal. Instead, you have to know where to look.
This 2014 article is a good reminder of how interest rates work in our country.
With a savings waterfall, you immediately know which buckets to fill when there is excess and which should remain dry if there isn’t enough for all your goals.
We have attempted in this article to provide generic guidance on the topic of calculating your own safe spending rate.
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.
