Pre-retirees

Our advisors help clients think through the myriad of decisions in the final working years before retirement.
Our discussions with these clients often center on the following questions:

When do I want to retire?

What does retirement
mean to me?

How will I be fulfilled
after my career is over?

Do I have enough assets
to retire?

How long will my money last?

What should my retirement distribution plan look like?

When should I file for
social security?

How does Medicare work? What if I retire before Medicare starts?

Where should I live? Can and/or should I buy a second home?

How do I transition out of my business and ensure it keeps running smoothly? How do I maximize my profit?

Can I leave some inheritance
for my children?

Will my spouse & family know what to do when I’m gone?

NEWS & MEDIA

Investment Update: Election Year Market Impact

Investment Update: Election Year Market Impact

Sep 8, 2020

Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social...

HOW RESTRICTED STOCK PLANS FIT INTO A FINANCIAL PLAN

HOW RESTRICTED STOCK PLANS FIT INTO A FINANCIAL PLAN

Aug 27, 2020

By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of...

Internal Revenue Service’s “Dirty Dozen” List of Tax Scams for 2020 Feature COVID-19 Schemes

Internal Revenue Service’s “Dirty Dozen” List of Tax Scams for 2020 Feature COVID-19 Schemes

Aug 24, 2020

Every year, the Internal Revenue Service (IRS) comes out with its list of “Dirty Dozen” tax scams. This year, several scams feature a connection to...

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TESTPOP

COLEMAN POP

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof. Moneta is the premier choice for ultra-high net worth families.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.