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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 Management, 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.

10/01/2026

How often do you intentionally push yourself to discomfort? Do you think the best retirement is relaxing and recreating? Think again.

09/29/2026

When you receive a windfall, the temptation to do something with some of the new money is strong.

09/24/2026

Archive : Benefits of Roth Conversions

09/23/2026

You can learn a lot about financial management from snapping turtles.

09/10/2026

The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.

09/03/2026

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

08/27/2026

Schwab offers protection by the Securities Investor Protection Corporation (SIPC) and Lloyd's of London for investment accounts and Federal Deposit Insurance Corporation (FDIC) coverage for deposit accounts.

08/20/2026

Not every custodian is willing to accept the complexity, but I am grateful that Schwab is.

08/18/2026

If you are entitled to some of your spouse or ex-spouse's benefits, a representative at your local Social Security office may be able to give you estimates of those benefits.

08/13/2026

HSAs have so many advantages over traditional IRAs that you should continue funding your HSA as long as possible and build as large an HSA investment balance as you can.

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