We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.

We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.

For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!


Our Articles

Calculating the Impact of Warren’s Ultra-Millionaire Tax
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It looks like the calculator is simply wrong. It uses a 3% tax rate instead of the 6% tax rate they cite for the Elizabeth Warren’s Tax Plan.

#TBT The Happy Habits of Appreciation and Gratitude
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This 2016 article reminds us that “there is a very simple place to start the process of changing our destiny: Each day notice the things that make you happy and try experiencing more of them.”

Q&A: Can Single Filers Benefit From Roth Conversions?
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There are several ways that a Roth conversion benefits people regardless of their filing or marriage status.

How to Spend: Wait a Week
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When my desires can endure the distance of a week, I buy it.

#TBT The Economics of a Thanksgiving Turkey
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This 2014 article changed the way we enjoy our Thanksgiving turkeys. Turkeys have always been an interesting study for economics. Because of the consistency of their demand in America, the price of a Thanksgiving turkey can be used as an indicator of inflation. This article should give you something fun to discuss this year.

Save More Even If It Is Less Than You Should
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No matter how small your savings, those small changes have large effects over time.

Looking Backward On Socialism: The Hypnotic Appeal Of Future Pacing
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Our first step is not “closing our eyes and imaging it.” We need our eyes wide open analyzing each idea for its own individual costs and benefits.

How To Spend: Take A Photo Instead
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It is easy to find yourself browsing the store when you spot a t-shirt with a phrase that you can hear your friend saying. Avoid making a purchase by taking a picture.

#TBT How Not to Go Broke at Thanksgiving
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As the season of holiday shopping approaches, this 2018 article reminds us, “Before you throw your money at various companies, squirrel some savings away for your future self.”

What To Expect After Dow 28,000
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On Friday, November 16, 2019, the Dow closed above 28,000 for the first time in history. What should we expect going forward?

2020 Tax Facts
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As 2019 draws to a close, it’s time to start looking ahead to 2020 tax planning.

2020 Contribution Limits
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This year was a good year for Roth loving folks like us.

How To Spend: Use Only Just Enough
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Most of our regular use of items is habitual. Developing a mindset that uses less requires changing our habits.

Gift Ideas for Your Grandchildren: 2-Year-Olds
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As the proud mother of a now three-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

Looking Backward On Socialism: No Such Thing As Self-Sufficiency
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One common socialist assumption is that government collectivism is so essential for success that there is no such thing as self-sufficiency.

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