#BestOf2025 How to Do Everything at Schwab
on January 22, 2026 with No Comments
Perhaps one day Schwab will write their own tutorials, but until then, I’m glad we can help so many people.
Latest Articles
Freedom Investing in Review (December 2025)
on January 20, 2026 with No Comments
This quarter, Overall Freedom Investing presented a 1-year return of 33.89%. This is a +1.29% advantage over MSCI ACWI ex US.
#BestOf2025 How to Have an HSA at Fidelity
on January 15, 2026 with No Comments
Fidelity is now our primary recommendation for an HSA custodian, so we’ve started a series on how to accomplish tasks at Fidelity.
Year of Death RMD: Immediate Required Minimum Distribution Rules for Heirs
on January 13, 2026 with No Comments
Because of how beneficiary designations and RMD tax requirements play off of one another, there are some odd realities for this odd distribution requirement.
#BestOf2025 The Right Day to Distribute Your RMD Monthly
on January 8, 2026 with No Comments
If you want to take our word for it, you can schedule your monthly RMD for the 8th. If you are curious as to the calendar math that suggests this date, read on.
Virtual Class: Success and Significance in Retirement (OLLI 2026)
on January 6, 2026 with No Comments
The class will be held virtually on Zoom from noon to 1:30 PM EST on the four Thursdays between February 12 and March 5, 2026. We hope to see you in class!
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.
