Insights & News
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
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Working Through a Co-Owner’s Death
The death of a co-owner is a tragedy for many reasons. For many co-owned businesses, co-owners are also close friends. What…
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Ask the CFP® – Should I Use an Adjustable-Rate Mortgage?
Welcome to Ask the CFP®! In this episode, I’m addressing the question: should I use an Adjustable-Rate Mortgage? Unlike traditional…
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Love Can’t Be Blind: Preparing for a Business Transfer to Children or Insiders
Successful business owners do a lot of things well, and they make it look easy. This is often a sign…
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What to Do When Everyone’s Ready for Your Retirement Except You
Many successful business owners (and their families) look forward to retirement. After years of hard work, retirement lets business owners kick up…
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Ask the CFP® – When should I take Social Security?
Hello! This month’s Ask the CFP ® question is “When should I begin taking Social Security?” This is a question…
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Ask the CFP® -What did Congress change in SECURE Act 2.0?
This month’s Ask the CFP® question is What did Congress change in SECURE Act 2.0? Within the large appropriations bill…
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Ask The CFP: How Should I Handle a Family Member Asking for Money?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how should I handle…
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Ask the CFP: How Much Risk Should I Take With My Investments?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much risk should…
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Moneta Partner Peter Racen launches the UMSL Accelerate Entrepreneur of the Year Awards to celebrate entrepreneurship
Moneta Partner Peter Racen recently celebrated entrepreneurship and recognized the contributions of five outstanding individuals in the St. Louis area.…
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Ask the CFP: What Should I Teach My Teenagers About Money?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what should I teach…
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5 Things to Consider With Lump Sum Pension Offers
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how do I avoid probate…
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Racen Wealth Management Merges Into $32.8B RIA Moneta
Peter Racen moves practice from Northwestern Mutual to join Moneta as a Partner on the Gast Freeman Troyer Team ST.…
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Ask the CFP: How Do I Avoid Probate with Real Estate?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how do I avoid probate…
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Ask the CFP: What is a Stock Split and Why Do Companies Do Them?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a stock split…
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Ask the CFP: How Does the Federal Reserve Bank Raising Rates Affect Me?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how does the Federal Reserve…
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Ask the CFP: Can I Borrow From My Own Portfolio?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Can I borrow from my…
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Ask the CFP: How do 529 College Plans Affect Financial Aid?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do 529 college plans…
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Ask the CFP: How Can I Avoid the Net Investment Income Tax?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How can I avoid the…
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Ask the CFP: What is Tax Loss Harvesting?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What is tax loss harvesting?”…
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Ask the CFP: What is a Donor Advised Fund?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What is a Donor-Advised Fund?”…
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Ask the CFP: How much money do I need to retire?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How much money do I…
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Ask the CFP: What is a SPAC?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a SPAC?” SPACs…
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Ask the CFP: How much umbrella insurance do I need?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much umbrella insurance do…
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Ask the CFP: Should I be worried about inflation?
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I be worried about…