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Deb Dubin – Chief Philanthropy Officer #GivingTuesday draws our attention to the power and promise of philanthropy. Held this year on December 3, 2024, Giving Tuesday is a global movement that “unleashes the power of radical…
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An RIA is dedicated to their clients’ future: helping them toward financial and personal success. So, you’ve probably given a lot of thought to your own future: what will happen to your business and your…
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Executives and professionals often find themselves at the crossroads of financial prosperity and personal fulfillment. As a business leader, you’re accustomed to making strategic decisions that steer your company towards success. Your personal financial plan…
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The decision to sell your business is not just a transaction—it’s a transition. You’ve poured your heart and soul into building something truly unique. It’s the culmination of your hard work, dedication, and vision. Now,…
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Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman year of high school, many begin preparing for college admissions time — joining clubs, playing competitive sports, and performing community…
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The first age of retirement: preparing to retire. If you’ve been driving at 75 mph and suddenly stop, it’s scary. What just happened? What do you do now? And is this whiplash? It’s the same…
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The second age of retirement: transitioning to retirement. The road to retirement seems long and the traditional mile markers are about money. If you don’t have your “number” in mind, you probably know people who…
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Quarterly Letter The country hit, People are Crazy, was written by two musicians trying, over drinks, to think of three things you cannot argue about. Our guess is there are some who may argue over…
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You are completely invested in your company – which is both inspiring and terrifying. Your emotions are invested right along with your time and energy. As a business executive, your wealth is invested, too, in…
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A guide for business owners who want to get the value they deserve when selling their company. It’s the (hopefully) multi-million-dollar question for business owners looking to sell their business – “How much is your…
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For many clients, drafting a Legacy Letter in their own words is a highly meaningful exercise that allows them to share their thoughts with succeeding generations. Authors may reflect on their family history and life…
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“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity – Private equity deal activity surged in 2024, marking the…
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While some may think of Washington, D.C. as a divisive place, there is plenty there that unites us as Americans, from historical and cultural sites to memorials and museums like the Smithsonian National Museum of…
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Philanthropy includes contributions of all different kinds of offerings, including our treasure, time, talent, ties and testimony. All of these diverse ways of giving are relevant and important to fostering community strength and well-being. Time,…
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“With a mission to foster financial literacy and increase economic access, as well as supporting organizations that help our communities to thrive, the Moneta Charitable Foundation provides grant dollars and amplifies nonprofit service opportunities in…
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Working as a financial services professional, you probably are asking two things about your career: What is best for my clients? And, what’s best for me? At a bigger firm, it’s harder to make a…
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By Deb Dubin, Chief Philanthropy Officer We often share information with clients who are looking to respond to contemporaneous natural and humanitarian disasters, from flooding to earthquakes to wildfires to war. The Center for Disaster…
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Navigating the complexities of personal finance can be daunting. That’s why a career in financial services can be so rewarding: you’re helping give people peace of mind and greater confidence in their financial future. But…
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By Deb Dubin, Chief Philanthropy Officer I’m often asked for the best place to look for unbiased, honest evaluations of nonprofits and their performance. The quick answer: there isn’t one trusted place that you can…
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Embarking on a career in financial services is a pivotal step towards your long-term success. At Moneta, we believe that this journey shouldn’t entail pressuring your family and friends to buy products or relying solely…
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Charitably inclined clients often ask their financial advisors: what percentage of my assets should I be giving away each year? The simple answer: that there is no “one-size-fits-all” number, and personal choice ultimately dictates the…
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If you’ve been juggling your work life, family life, and financial life, you’re not alone. Cognitive dissonance can be both ironically humorous and deeply unsettling depending on how long you think about it. As a…
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You were so busy building your business that you never took time to consider an exit plan – now what? So far away, and yet so close. That’s probably how the time horizon for selling…
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Think you know your retirement number? Think again. More specifically, think differently. The concept of a singular retirement age isn’t helpful once you start thinking about it. A one-size-fits-all standard would be particularly absurd, but…