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

How Medicare Works
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In some cases you will have to pay the $135 deductible plus 20 percent of the remaining costs.

Fund Your HSA To Cover Retirement Healthcare Costs
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Excess contributions to your HSA can be withdrawn after age 65 without penalty just like a traditional IRA.

Kiddie Tax Loophole Soon To Disappear
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Use a 529 college savings account to save for college.

IRAs Offer Big Tax Savings for Charitable Gifts
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Only contributions made to charity before January 1, 2008 can be characterized as qualified charitable distributions.

Dorothy in Taxland: Below the Line Deductions
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Below the line deductions are uncertain. Like many items in the tax code the correct answer to “Will they reduce my taxes?” is: “It depends.”

Dorothy in Taxland: Tax on Marriage
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As Glinda advises us, “It’s always best to start at the beginning,” and at the beginning of the tax return is determining your filing status.

Dorothy in Taxland: Above the Line Deductions
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Most Americans look backward and only hope that Uncle Sam will return some of what they have already paid, but those with wealth look ahead and adjust their affairs according to the tax code.

University Students: Getting Sucked Dry by Credit Cards
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Last week we listed the ways university student are enticed into using credit cards. This week we will examine the economical impact of those initially small and convenient monthly payments.

University Students: Getting Suckered in with Credit Cards
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Although 60% of college student’s pay off their balance each month, that leaves 40% who do not.

With Great Characters Come Great Stock Returns
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Marvel only gets 31% of its revenue from publishing comic books.

Keeping Expenses Low While Building Your Portfolio
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Sand can be used to further diversify your portfolio.

Blending Index Funds To Achieve Higher Returns
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Even if you only use index funds, you should blend dozens of them in an asset allocation aimed at reducing risk and increasing returns.

Managing Your Biggest Asset: Your Career
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A lesser-paying job may be better for your long-term career because of the skills you will gain.

Foreign Freedom Investing 2007
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On average, international stocks appreciate more than US stocks. What’s more, companies located in countries with the most economic freedom typically appreciate more than the broader international average.

You Too Can Become a Billionaire
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Learning how billionaires amass their wealth may expand your financial horizons and possibly stimulate some ideas that could lead to your name being added in the future.

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