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
Social Security & Medicare Planning
Proactive Tax Consulting
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
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...
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...
By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One of...