Marotta On Money

Marotta On Money Small changes in your finances over time have large effects which can make the difference in achievin

Thoughtful wealth management is more than just maximizing net worth. It also gives us the best chance of meeting our life goals. Wealth doesn’t give us meaning but rather enables us to do what makes a significant impact on our world. Marotta on Money is our attempt to help you acquire, manage, and utilize those resources. The regular writers of Marotta on Money are associates of Marotta Wealth Man

agement, Inc, a fee only financial planning firm in Charlottesville, VA helping their clients meet their life goals through comprehensive wealth management. Comprehensive wealth management is based on the idea that small changes in our finances over time have large effects which can make the difference in achieving our life goals.

06/25/2026

Even though a holding has gone down, there can be several advantages to selling it anyway. Here are six reasons you may want to sell for a loss.

06/23/2026

Defaulting to a target date fund can cost you dearly.

06/18/2026

This is a summary of the six steps required to create a well-crafted investment plan.

06/16/2026

Every choice you make is either towards or away from your dreams.

06/16/2026

We do not try to time the markets and instead we believe it is always a good time to have a balanced portfolio.

06/10/2026

The time you spend with your loved ones compounds in value. Just like investing, the earlier you start the more wealth you can have later.

06/04/2026

Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.

06/02/2026

We use strings like these to save the tax plans we discover for a specific client as a part of our Tax Planning service.

05/28/2026

Putting money in your Roth without delay is valuable.

05/21/2026

If you think hiding money under your mattress is a risk-free way of building wealth, think again.

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