News & Insights
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
-
Bear Market Roth Conversion Strategy – Using a Market Downturn to Pay Less Tax
Michael Torney, CFP, J.D., LL.M. John D. Rockefeller once said, “I always tried to turn every disaster into an opportunity.”…
-
2022 Charitable Donations – Here Are Some Ideas to Save Money
By Michael Torney, CFP, J.D., LL.M. Many of my clients donate money to their favorite charities. I understand their passion. My…
-
Financial Planning for Doctors: Navigating a Sudden Pay Increase
By Michael Torney, CFP, J.D., LL.M. Medical doctors, especially those starting out, can face unique financial challenges. They’ve often spent…
-
Offered Ownership in a Medical Practice? Here are the Financial Questions
By Michael Torney, CFP, J.D., LL.M. Medical doctors working in a private practice may one day get the opportunity to become…
-
You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It
By Michael Torney, CFP, J.D., LL.M. As someone approaches retirement, sells a business or inherits money, they need to develop a…
-
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…
-
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…