Generational Financial Planning Within The Kiddie Tax Limits (2026)
on August 11, 2026 with No Comments
Families that consider generational financial planning techniques can reduce the burden of taxes on the family as a whole.
Latest Articles
#TBT Can I Use 529 Funds for Off-Campus Housing?
on July 30, 2026 with No Comments
Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.
Freedom Investing in Review (June 2026)
on July 28, 2026 with No Comments
This quarter, we saw that in 1-year returns ending June 30, 2026, Developed Freedom Investing had a -3.55% disadvantage, Emerging Market Freedom Investing had a +12.33% advantage, and Overall Freedom Investing had a +0.45% advantage.
#TBT Seven Elder Abuse Scams and How to Protect Yourself
on July 23, 2026 with No Comments
About 4% of elders falling victim to fraud with estimates that over $2.9 billion is lost to elder abuse every year. Being aware of the scams helps to protect yourself.
Board Game Night Recommendations for Toddlers, Children, and Big Kids
on July 21, 2026 with No Comments
So long as all the cards and pieces stay out of the mouth, these games have a chance to be a joy at your table.
#TBT How to Double Your Retirement
on July 16, 2026 with No Comments
Doubling your retirement is not a fast process. It is the slow and steady practices of daily financial diligence.
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.
