Financial, investment, and wealth management advice
If you are close to either side of 60, this 2020 article will outline the ideal scenario to help you make your own financial assessment.
In most cases, Schwab’s rules around durable powers of attorney help to protect the principal. However, the same rules can also impede the principal’s agent.
The best way to ensure that you save and invest is to automate the process.
Estate planning is a task which is never useful until it is too late to do it.
You swipe your debit card at the card reader and the clerk quickly asks, “Debit or Credit?” Which should you choose? This 2013 article tells us.
On June 2024, Schwab provided an update about viewing and taking your RMD on Schwab.com.
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.
