Family CFO Services | Moneta

Family CFO Services

June 12, 2019

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

Parenting young children is no dad joke. Fatherhood brings an unbelievable mix of emotions – the most joy, stress, pride…

March 29, 2019

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

By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One…

March 26, 2019

9 FINAL TAX REVIEW MISTAKES THAT COULD COST YOU

If you waited until the last minute to work on your tax return or give the necessary information to your…

February 14, 2019

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

By Brighton Samet, Moneta Tax Planning Consultant You can contribute more to your retirement accounts in 2019 – and it’s…

June 23, 2016

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

At Moneta, we believe that it is important for High Net Worth individuals to sit down with their adult children and…

March 3, 2016

Phishing and Online Scam Tax-Time FAQ

Question 1: What is a Phishing email? These are emails that will typically direct the recipient to take some action…

February 9, 2016

529 Plans Enhanced by PATH Act

Congress passed the Protecting Americans from Tax Hikes Act of 2015 (PATH Act) on December 18, 2015. This introduces two…

October 1, 2015

How to Properly Fund Your Children’s Education

I have three little girls to fund college education for. Their births were strategically 3½ years apart, perhaps a valiant…

September 24, 2015

How to Choose the Financial Advisor that is Right for You

How do you choose an advisor that is right for you?  First – ask around.  Friends, family members, and colleagues…

September 17, 2015

Are You Adequately Insured?

We’ve all seen those TV commercials, trying to tell us we have gaps in our insurance.  We may brush it…