News & Insights
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Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
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Know the Difference: Restricted Stock Units and Restricted Stock Awards
By Michael Torney, CFP, J.D., LL.M. Restricted Stock Units (RSUs) and Restricted Stock Awards (RSAs) can be valuable parts of an…
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7 Ways to Reduce Your Tax Burden in Retirement
By Wesley Sebacher CFP® You may wonder how you will provide yourself a paycheck in retirement? Or how you will…
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The Five Prongs of Asset Protection for Physicians
By Michael Torney, CFP®, J.D., LL.M. Lawsuits loom as an ever-present fear for physicians. According to the American Medical Association (AMA),…
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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.”…
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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…
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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…
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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…
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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…
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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…
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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…