#TBT The Costly Effect Of Saving In A Taxable Account
on September 10, 2026 with No Comments
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.
Latest Articles
#TBT Three Strategies to Avoid Private Mortgage Insurance
on September 3, 2026 with No Comments
Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.
#TBT Account Protection at Schwab
on August 27, 2026 with No Comments
Charles Schwab offers both SIPC® account protection and a FDIC insurance amount for accounts custodied with them.
#TBT How to Give Your Heirs Flexibility in Beneficiary Designations
on August 20, 2026 with No Comments
If your estate wishes do not fit in the format of a Beneficiary Designation form, you can instead describe your beneficiary designations in an attachment.
How to Obtain Your Ex-Spouse’s Social Security Statement and Full Earnings Record
on August 18, 2026 with No Comments
If you are entitled to some of your spouse or ex-spouse’s benefits, a representative at your local Social Security office may be able to give you estimates of those benefits.
#TBT Invest Your Health Savings Account For Appreciation
on August 13, 2026 with No Comments
After a cash allocation for spending, we suggest you invest the remainder of your account in appreciating stocks.
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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.
