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 see if we are a good fit for you and get started as a client.
All About Greg Vairo, CFP®
on September 26, 2023
with No Comments
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)
on September 22, 2023
with No Comments
There are strategies to achieve a better inner calm.
How to Upload a Secure Document to Marotta
on September 21, 2023
with No Comments
We can receive documents to our secure ShareFile client portal.
Proposed RMD Rules: The Madness Continues
on September 19, 2023
with No Comments
“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)
on September 15, 2023
with No Comments
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?
on September 14, 2023
with No Comments
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?
on September 12, 2023
with No Comments
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
on September 8, 2023
with No Comments
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
on September 7, 2023
with No Comments
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
on September 1, 2023
with No Comments
The reason can be explained through a simple analogy about an interior decorator.
#TBT Five Things You Can Control
on August 31, 2023
with No Comments
You deserve an advisor who will help you with these five and more.
All About Megan Marotta Russell, CFP®, APMA®
on August 29, 2023
with No Comments
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
on August 25, 2023
with No Comments
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
on August 24, 2023
with No Comments
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?
on August 22, 2023
with No Comments
Roth IRAs can only be funded with earned income. Here is a guide to what the IRS considers to be earned income.