Financial, investment, and wealth management advice
When a 529 plan is set up, there are two important people associated with the account. The first is the account owner. The second is the beneficiary. Both can be changed.
This simple example demonstrates the importance of expense ratio.
Roth IRAs have one weakness, but the remedy is to have opened and funded your Roth more than 5 years ago. So do it today!
Biden’s state of the union address makes clear who he wants to tax.
With many of us saddled in student loan debt well into our late thirties, our retirement cannot wait for us to be debt free. This 2016 rewrite of a 2007 article teaches you how to get started with savings while repaying your loans.
We recently had a client fall prey to a sophisticated Schwab Bank scam. They gave us permission to share this fraud story with you to hopefully prevent others from being scammed.
Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service as we strive to provide comprehensive financial planning.
Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.
If you want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.
You can also read our Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
