You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It!

Set yourself up for success by knowing what you want out of retirement, getting a grip on your spending needs and wants and then regularly checking whether you’re on track.

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The first half of 2022 was one of the worst starts for the S&P 500 since 1970. Many investors saw their portfolios decline by 15% or more during the first six months. On top of that, bonds – usually a safe haven for investors – also experienced a significant decline.

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Michael Torney, CFP®, JD, LLM (Taxation)
Senior Adviser, Moneta

Mike Torney’s planning specialty at Moneta is in taxation and portfolio construction, helping clients with advanced planning and creating financial action plans. Mike is consulted to design generational wealth transfer plans, review client estate plans, create or update business exit plans, and implement tax savings strategies. He develops the investment plans for new clients and evaluates investment opportunities for existing clients. Mike joined Moneta after serving as an Associate Wealth Adviser at Buckingham Strategic Wealth, where he earned his Certified Financial Planner™ designation. He previously served as a law clerk while acquiring his J.D. and LL.M. in taxation from Washington University School of Law.