Family CFO Services

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…

September 9, 2015

Helping with Unwanted Tax Burdens

While taxes may be due April 15th (or October 15th, if you are on extension), planning for taxes is a…

August 30, 2015

Moneta Group’s Vision: Sustainability and Independence Go Hand in Hand [VIDEO]

August 14, 2015

How to Prevent the “Rags to Riches to Rags” Trend

Recent studies have shown that nearly 70% of family wealth is lost by the second generation and a staggering 90%…