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

Maximum Safe Withdrawal Rates in Retirement
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Certain assumptions such as maximum safe withdrawal rate are critical in order not to compromise a long and successful retirement.

Taking Early Retirement Withdrawals
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Eight exceptions to the age 59.5 rule allow for penalty-free withdrawals.

That Rebate Check Could Ruin Your Retirement Part 2
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You can’t spend money apart from your lifestyle because that’s the definition of lifestyle.

Tax Rebates Are a Losing Proposition Part 1
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Tax rebate stimulus checks are a cheap and inefficient gimmick.

Radio: Secrets of Financial Harmony in Marriage
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How to structure your finances to love and respect your spouse.

Subprime Lending
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The subprime mortgage meltdown has cost the world 15% of its market capitalization, about $9 trillion. The primary culprit who caused all of this financial loss, pain and suffering is not the mortgage companies.

First Quarter Review 2008
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Systemic problems in your portfolio will continue even after the markets rebound.

Tax Freedom Day 2008
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If the federal tax cuts expire, we will have to work an extra week for the government.

529 Plans Help with Estate Planning
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A $360,000 investment can remove over $2 million from their taxable estate, savings $900,706 in estate taxes.

Decide to Be Rich
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It used to be that becoming a millionaire was regarded as a huge achievement. In today’s dollars, however, it is fairly trivial. The new rich is over $5 million.

Ignore Daily Financial Noise
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Investors are fickle. Investing should not be. When your investments go down, even slightly, you may be tempted to make poor choices.

Gold Mining Companies Glitter More Than Bullion
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Gold may glitter, but it is still better to own the mine.

Life Insurance: Determining Your Need
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Avoid debt and don’t burden your family with any expenses after you are gone.

Remember to Fund Your Roth IRA
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Historically, income taxes have not been this low since 1931.

Loss Aversion
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Psychologists suggest we feel a loss about 2.5 times as much as an equivalent gain. Even with a brilliant investment plan, it takes diligence to overcome our emotional biases and avoid making investing mistakes.

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