Pre-retirees
SERVICES
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 topics:
Financial Independence Analysis
Investment Management
Education Planning
Social Security & Medicare Planning
Proactive Tax Consulting
Estate Planning
asset protection
Insurance analysis
charitable giving
PRE-RETIREE CASE STUDY EXAMPLE
Mike & Beth
Mike and Beth are married. Beth decided to stay at home early in her career to focus on raising their three children. Mike has worked at a few companies over the years but has spent the last 20 at XYZ Corp, a publicly traded company. Over the years he has accumulated a lot of shares of the company through their stock purchase plan, restricted stock options, and some incentive units.
NEWS & MEDIA
Retirement Planning: With High Inflation and an Uncertain Stock Market, Do I Have Enough to Retire?
By Michael Torney, CFP, J.D., LL.M. It’s an unusual time for people approaching retirement. While everyone wants to know if they are financially...
Here are 5 Better Ways to Donate to Charities in 2022 – And Cut Your Tax Bill
By Michael Torney, CFP, J.D., LL.M. Despite the stock market’s recent downturn, many people will plan this year to donate money to their favorite...
The Four Stages of a Bear Market
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...
CONNECT
All rights reserved. | Disclosures | Privacy Policy | Terms of Use