How Your Social Security Filing Affects Your Spouse
Married (or once married) taxpayers have several Social Security benefit options.
Financial, investment, and wealth management advice
Married (or once married) taxpayers have several Social Security benefit options.
Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.
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.
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.
Here is a reference chart with 2025 income tax rates, capital gains rates, and more.
The addition of stable investments can help dampen the risk and increase the chances of meeting your spending goals.
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.