How to See Your Schwab RMD Online (2024 Update)
on July 9, 2024
with No Comments
On June 2024, Schwab provided an update about viewing and taking your RMD on Schwab.com.
Latest Articles
#TBT How to Make a Financial Independence Bucket
on July 4, 2024
with No Comments
In honor of the Independence Day of the United States, this 2013 article reminds us to prepare for our own Independence Day.
Q&A: Are There Account Closure Fees?
on July 2, 2024
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There are no financial hooks, termination fees, or such imposed by our firm.
#TBT Stress Is Not Your Enemy
on June 27, 2024
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As David Marotta writes in this 2012 post, “If I had to pick one learned skill that has served me the best in my career, it would be learning to grab my mind by the scruff of the neck and drag it back to the task at hand.” This piece reminds us that hard work can sometimes be your best doctor.
Ed Slott’s 10 Questions to Ask Your Financial Advisor
on June 25, 2024
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I think the intent of this list is to make advisors feel under-prepared and thus more likely to sign up for one of the paid newsletters Ed Slott provides. Regardless, here are my answers.
#TBT Full-Nest Syndrome
on June 20, 2024
with No Comments
Many adult children are returning to live at home somewhat involuntarily. What can parents do to help? This 2011 article offers some wisdom.
Our goal is to help our clients meet theirs.
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.
