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.

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.

08/11/2026

Families that consider generational financial planning techniques can reduce the burden of taxes on the family as a whole.

07/30/2026

In general, you can use 529 funds to pay for your student’s off-campus housing costs.

07/28/2026

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.

07/23/2026

Here are the most common elder scams and how to prevent them.

07/21/2026

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.

07/16/2026

Every six years you delay saving and investing you cut in half the lifestyle you will have in retirement.

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