How Your Social Security Filing Affects Your Spouse
on May 13, 2025 with No Comments
Married (or once married) taxpayers have several Social Security benefit options.
Latest Articles
#TBT How Long Should I Keep Financial and Tax Records?
on May 8, 2025 with No Comments
Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.
Freedom Investing in Review (March 2025)
on May 6, 2025 with No Comments
This quarter, we saw that in 1-year returns ending March 31, 2025, Developed Freedom Investing had a +1.27% advantage, Emerging Market Freedom Investing had a -9.45% disadvantage, and Overall Freedom Investing had a -2.01% disadvantage.
#TBT Which Products Do You Buy and Which Do You Avoid?
on May 1, 2025 with No Comments
The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.
2025 Tax Facts
on April 29, 2025 with No Comments
Here is a reference chart with 2025 income tax rates, capital gains rates, and more.
#TBT In Which Investment Vehicle Should I Stage My Spending Money?
on April 24, 2025 with No Comments
The addition of stable investments can help dampen the risk and increase the chances of meeting your spending goals.
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.
