Financial, investment, and wealth management advice
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.
When you receive a windfall, the temptation to do something with some of the new money is strong.
Sometimes the costs are actually benefits when it comes to Roth conversions.
In 2003, David stopped to rescue a snapping turtle from 250 West. Even now, the financial planning lessons from that turtle are still sage advice.
The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.
Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.
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.
