Federal Debt Burden May Settle 2026 Tax Uncertainty
on June 2, 2023
with No Comments
I have difficultly imagining a likely outcome where I would regret a Roth conversion.
Latest Articles
#TBT Keep Track of Your Roth Contributions
on June 1, 2023
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If you made a Roth contribution this year, here is a reminder to update your contribution basis records.
A Thoughtful Reply to the Debt Ceiling Crisis
on May 30, 2023
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While there can be a lot of uncertainty, the conclusion is normally anticlimactic.
Radio: The Debt Ceiling (2023)
on May 26, 2023
with No Comments
On Tuesday, January 10, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about the current debt ceiling discussions.
#TBT Do I Want To Give My Financial Advisor Discretion on My Account?
on May 25, 2023
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This is only a good idea if your financial advisor is covered under the fiduciary duty and is fee-only.
The Best Way to Plan for Inflation is to Discount It
on May 23, 2023
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By discounting portfolio returns to only real returns, we have already considered inflation in the planning targets.
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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.
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.
