Latest Articles

#TBT States with Tax-Exempt Interest from U.S. Debt Obligations
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As of 2021, here is an overview of how the states and jurisdictions handle interest on certain U.S. government obligations.

Seven Rules to Using a Credit Card Safely
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These are the seven rules to using a credit card safely.

#TBT How to Keep Your Identity Safe Online
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This 2015 article has five rules for safely handling your digital security which you can’t afford not to implement.

In Roth Conversions, Reducing Political Risk May Be One of the Benefits
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Converting early can avoid your exposure to tax changes going forward as a Roth IRA is never taxed again.

#TBT Tackling College Costs at the Eleventh Hour
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The best way to climb the mountain of college costs is gradually, but if you need to make some last minute leaps, our government has a few tax-related strategies.

2024 Index of Economic Freedom Update
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Last year, eleven countries made our cut-off. This year, twelve do.

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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.

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