by dkumbhani | Jun 13, 2022 | Estate Planning and Philanthropy, News Room
The St. Louis Business Journal named Moneta to its 2022 list of the metro area’s biggest corporate philanthropists. Moneta ranked No. 8 among the top 25 midsize companies in the St. Louis region and was honored for its charitable giving and volunteerism at the St....
by Kelly Fortado | Feb 6, 2020 | Estate Planning and Philanthropy, Investments, News Room
Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act). This legislation carrying substantial...
![Moneta Group’s Customized Services: Family Meetings [VIDEO]](https://monetagroup.com/wp-content/uploads/2015/07/Family-Portrait.jpg)
by Kelly Schmitt | Jun 23, 2016 | Estate Planning and Philanthropy, Family CFO Services, VLOGs
At Moneta, we believe that it is important for High Net Worth individuals to sit down with their adult children and discuss the family’s long term financial plans. We call this a Family Meeting. Learn more by watching our latest video featuring Estate Planning...
by Kelly Schmitt | Jun 3, 2015 | Estate Planning and Philanthropy, News Room
Moneta Group’s Estate Planning Consultant, Christie Schmuke, J.D., was featured in the June 3 issue of Town & Style Magazine. Read the article online by clicking here or get the full story below: — Careful & Constant Planning: Moneta Group June 1,...
![Watching Over the Ones You Love [VIDEO]](https://monetagroup.com/wp-content/uploads/2015/07/Clock-e1437148508144.jpg)
by Kelly Schmitt | May 30, 2015 | Estate Planning and Philanthropy, VLOGs
Learn more about Moneta’s Estate Planning services and what sets them apart in the video below.
by Kelly Schmitt | May 26, 2015 | Estate Planning and Philanthropy
Initially, developing an estate plan can seem overwhelming. However, having a plan in place will reduce anxiety for you and your entire family. Before you start worrying over who gets Grandma June’s antique vase, take a step back and consider who should be in charge....
