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

Second Quarter of 2010 in Review
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For the first time in the Heritage Foundation’s Index of Economic Freedom, the United States was moved from the list of “free” countries to the second tier of “mostly free” countries.

Video: How to Get Out of Debt, Part 2
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Everyone knows a family with financial debt. Stop the bleeding.

The Summer Of Our Employment Discontent
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Government assistance has taken what might have been a simple recession and turned it into a more lingering malaise.

Invest in All Six Asset Classes
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Many U.S. investors crowd their assets into a combination of large-cap U.S. stocks and U.S. bonds. This allocation represents only one and a half of the six asset classes described here.

Life Planning Part 3: Twenty-Four Hours to Go
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Imagine that your doctor shocks you with the news that you only have 24 hours to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What did you miss? Who did you not get to be? What did you not get to do?

Radio: Virginia Land Preservation Tax Credits
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David Marotta discusses how to pay your Virginia state tax bills using less expensive Virginia land preservation credits.

Life Planning Part 2: Just a Few Years Left
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“Imagine that you visit your doctor, who tells you that you have only 5-10 years to live. You won’t ever feel sick, but you will have no notice of the moment of your death. What will you do in the time you have remaining? Will you change your life and how will you do it?”

Retirement Savings 101: Self-Employment Options
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An individual 401(k) (also known as a “solo 401(k)”) offers you the option to defer the first $16,500 of income.

Life Planning Part 1: Plenty of Money
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Life planning takes a holistic look at what you truly value. And for most people, their life is more important than their money. Only after exploring your life goals can you structure your finances to help you realize your dreams.

Virginia Land Preservation Tax Credits
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If the tax code permits a huge deduction for brushing your teeth with your left hand while standing on one foot, it is still worth doing.

Retirement Savings 101: Priorities
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With the income tax debate currently controlled by legislators advocating even higher rates, I don’t think you will regret having some tax free money.

Dorothy in Taxland: Tax Credits
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Tax credits are much more valuable than tax deductions. Deductions only reduce the amount you are taxed on. One dollar of deduction might only be worth 35 cents. In contrast, tax credits are a dollar-for-dollar reduction in your tax bill. And a refundable tax credit could mean the government will owe you money you never paid in the first place.

Dorothy in Taxland: Overview
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A professional tax expert can help you get the correct deductions. But he or she likely won’t motivate you to keep the right records unless you understand the benefits for yourself.

Regular Adjustments Maximize Retirement Success
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Retirement planning consists of a wild scatter plot of potential projections. Navigating successfully through possible outcomes requires regular corrections and adjustments.

Spending Retirement Income Can Be Risky
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The most common request we get is for a back-of-the-napkin calculation of future yield, interest or income. But rather than being a conservative withdrawal rate, this strategy may actually lead people to spend too much.

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