CFP
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In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives on the challenges and opportunities shaping the post-election financial landscape. More than 125 guests gathered…
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We are thrilled to announce that Aoifinn Devitt MBA, CFP® has joined our growing team! With an impressive career spanning over two decades in the financial industry, Aoifinn brings a wealth of experience and expertise…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what should I teach my teenagers about money?” There are a few skills in life that can payoff greatly…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how do I avoid probate with real estate?” If you’re familiar with probate court, you may know it can take…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a stock split and why do companies do them?” Stock splits are a common strategy used by publicly…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how does the Federal Reserve Bank raising rates affect me?” It’s common knowledge today that interest rates are increasing to…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Can I borrow from my own portfolio?” People often associate debt with poor financial decisions. We’re usually taught in our…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do 529 college plans affect financial aid?” While many of our clients aren’t focused on financial aid opportunities due…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How can I avoid the Net Investment Income Tax?” For those not familiar with this tax, the Net Investment Income…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What is tax loss harvesting?” Tax loss harvesting, which I’m going to call TLH at the risk of being tongue-tied…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What is a Donor-Advised Fund?” A Donor-Advised Fund is a tool that can be used to help facilitate donations to…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How much money do I need to retire?” This brief question could easily turn into a long answer, but let’s…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a SPAC?” SPACs have existed since the 1990s, but they’ve become quite popular in recent years. SPAC stands…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much umbrella insurance do I need?” As recap, umbrella liability policies are insurance policies that go above and beyond…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I be worried about inflation?” Before we cover this topic, let’s remember that inflation, which is the gradual increase…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Can 529 plans be used for student loans?” Thanks to the SECURE Act of 2019, 529 college savings plan can…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “At what age should I consider long-term care insurance?” Unlike homeowner’s insurance, auto insurance or health insurance, which many people…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “should I roll my pension to an IRA?” This is a popular question and the answer may not be a…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what are Master Limited Partnerships?” MLPs are a special type of business entity created by Congress in 1980s. They’re typically…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do I check a financial advisor’s background?” You may be surprised to learn that it’s fairly easy to look…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I open a HELOC?” For those of you unfamiliar with this term, a HELOC is a Home Equity Line…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “When will Social Security run out?” According to the Social Security Board of Trustees, as of April of 2020, the…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What are the most common estate planning mistakes?” Over my career I’ve witnessed many estate planning mistakes and most of…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What are negative interest rates?” This is a great question and I’ll keep this as high level as I can…