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Our Articles

All About Greg Vairo, CFP®
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We are very pleased to announce that Greg Vairo is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

We Are Not Afraid. (A Reply to Recent Headlines)
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There are strategies to achieve a better inner calm.

How to Upload a Secure Document to Marotta
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We can receive documents to our secure ShareFile client portal.

Proposed RMD Rules: The Madness Continues
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“And the now-20-year-old beneficiary who lost her father less than a year ago is supposed to navigate this mess on her own? No chance. This is madness.”

QCD Limitation Starts Inflation-Adjusting in 2024 (Secure 2.0)
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Congress decided to inflation-adjust both the existing and the new split-entity qualified charitable distribution limitations.

#TBT Which Products Do You Buy and Which Do You Avoid?
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We avoid investments we deem too risky or laden with fees and seek instead a well balanced, low-cost, diversified portfolio.

What is a Charitable Remainder Trust?
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It is helpful to know that a charitable remainder trust exists, but most charitable intentions benefit more from a donor advised fund.

How to Avoid a Cashier’s Check Scam at Schwab
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The Schwab Bank representative said that he was familiar with these types of scams and knew how to handle it.

#TBT The Optimum Asset Allocation to Gold Is Always Zero
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Fearful of monetary or societal failure, many hope that owning gold will bring them peace of mind. This articles reminds us to get peace of mind a different way.

Fee-Only Is the Most Important Quality in Your Financial Planner
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The reason can be explained through a simple analogy about an interior decorator.

#TBT Five Things You Can Control
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You deserve an advisor who will help you with these five and more.

All About Megan Marotta Russell, CFP®, APMA®
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I am pleased to announce that our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management is me!

How to Set Beneficiaries on Your HSA with Fidelity
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Once you’ve open an HSA and have started making contributions, it is important that you set beneficiary designations on the account.

#TBT Testamentary Donor Advised Funds
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Your executor will be grateful for an easier way to settle that part of your affairs.

What Counts As Income For Roth IRA Funding Purposes?
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Roth IRAs can only be funded with earned income. Here is a guide to what the IRS considers to be earned income.

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