A Christmas Sermon from David Marotta
on December 24, 2024
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This 2008 article is an uplifting, timeless sermon.
Latest Articles
#TBT Marotta on A Christmas Carol
on December 19, 2024
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Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.
State-Level Estate and Inheritance Tax
on December 17, 2024
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In 2024, there are 18 states that have some form of death taxes.
#TBT New Catch-Up Limits for Ages 60-63 in 2025
on December 12, 2024
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Starting in 2025, this amendment permits those between the ages of 60 and 63 (as measured on December 31) to contribute up to 150% of the catch-up amount rather than the usual 100%.
2025 Contribution Limits
on December 10, 2024
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Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.
#TBT Keep Christmas Your Own Way
on December 5, 2024
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In “A Christmas Carol,” Ebenezer Scrooge calls Christmas a “humbug” because of the foolish way people celebrate it. This 2008 article reminds us that it is sometimes wise to simplify Christmas.
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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.
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