Father’s Day Finance Tips: How should your investment strategy change once you have children?

by Daniel Kukla | Jun 12, 2019 | Family CFO Services, Investments

Parenting young children is no dad joke. Fatherhood brings an unbelievable mix of emotions – the most joy, stress, pride and frustration anyone can possibly experience within the exact same moment. And that’s just from picking out little Buddy’s first car seat. Now...

FINANCIAL PLANNING FOR PHYSICIANS: HOW TO NAVIGATE TRAPS FROM SUDDEN INCREASES IN EARNING POWER

by Daniel Kukla | Mar 29, 2019 | Duff Team, Family CFO Services, Michael Torney

By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One of those is the large increase in income that occurs after residency. Physicians typically go from making an annual salary...

9 FINAL TAX REVIEW MISTAKES THAT COULD COST YOU

by Daniel Kukla | Mar 26, 2019 | Family CFO Services

If you waited until the last minute to work on your tax return or give the necessary information to your tax preparer/CPA, do yourself a favor and file an extension. Many people are afraid that extending your tax return is an automatic red flag to the IRS, but this is...

5 Ways to Save More for Retirement This Year–and Last!

by Daniel Kukla | Feb 14, 2019 | Family CFO Services

By Brighton Samet, Moneta Tax Planning Consultant You can contribute more to your retirement accounts in 2019 – and it’s not too late for 2018 contributions. Many retirement plan dollar limits increased due to cost-of-living inflation adjustments, effective January 1,...

Moneta Group’s Customized Services: Family Meetings [VIDEO]

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...

Phishing and Online Scam Tax-Time FAQ

by Kelly Schmitt | Mar 3, 2016 | Family CFO Services

Question 1: What is a Phishing email? These are emails that will typically direct the recipient to take some action that will ultimately result in the individual providing personal information, funds or both to a criminal or individual with criminal intentions. Often,...