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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Ask the CFP® – How Do I Maximize the Tax Benefits of Charitable Gifts?
Hello everyone, and welcome to this month’s Ask the CFP® segment. This month’s question is, “How do I maximize the…
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Preparing for a Successful Third-Party Sale
Many business owners choose to sell their businesses to third parties for several reasons. If you’re thinking about pursuing a…
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Can the Next Generation Successfully Run your Business?
Keeping the business in the family or among trusted employees is a point of pride for many business owners. And…
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Ask the CFP® How Do I Find my 401(k) Expenses?
Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “How do I find my…
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Advisor Kyle Luetters Featured in MoneyGeek
MoneyGeek recently featured Advisor Kyle Luetters in an article providing tips n finding the best first-time credit cards. Below is…
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Advisor Michael Peek Featured in MoneyGeek
MoneyGeek recently featured Advisor Michael Peek to provide his thoughts on what steps to consider when researching a car insurance…
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Getting the Value You Deserve for Your Business
Business owners deserve to get full value for their businesses when they decide to retire. But who determines what “full…
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Ask the CFP® “What is the Kiddie Tax?”
Hello and welcome to this month’s Ask the CFP® segment. This month’s question is, “What is the kiddie tax?”…
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Diversifying Your Business Success
Running a successful business that generates wealth is incredibly satisfying. If there’s a downside, it’s that much of that wealth…
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Four Good Questions to Ask Yourself
A big part of being a successful business owner is your ability to ask questions. This innate curiosity allows your…
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Addressing Disagreements Among Co-Owners
When you co-own a business, you likely don’t go into it thinking, “One day, we may loathe each other.” But…
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Ask the CFP® – Why do CDs and bonds Lose Value When Interest Rates Increase?
Welcome to this month’s Ask the CFP® segment. This month’s question is, “Why do CDs and bonds lose value…
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Business Planning is Relationship Building
Planning for a successful future can seem like an event—a thing you do in the course of business. However, in…
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Ask the CFP® – Why Are POAs Important and How Do They Work?
Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “Why are POAs important…
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How to Be Confident Amid Change
One of the biggest changes your business will inevitably experience is a transfer of responsibilities. Transferring important responsibilities to someone…
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Ask the CFP® – What is the Medicare Surcharge?
We love this question because the Medicare surcharge, also known as IRMAA, can be costly if someone isn’t aware of…
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Dealing with Outside Expectations of Your Wealth
As a successful business owner, the people closest to you likely rely heavily on you. They may also have expectations…
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How to Clarify Your Brilliant Processes
Many successful business owners are successful because they think about things differently than most people. Others may recognize your personal…
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Ask the CFP® – Why Don’t Wills Avoid Probate?
In this installment of Ask the CFP ®, our question is Why don’t wills avoid probate? We are frequently…
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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…