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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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…
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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…