Client Resources2021-05-05T17:08:20+00:00

Announcements

Thank you again for participating in our 2020 Client Survey that went out at the end of last year. Your responses helped to re-affirm what we are doing well. They also provided invaluable insight on how we can better tailor our services to meet your needs.

Click here to learn about our initial findings.

We’ve identified some immediate next steps and will continue to incorporate your feedback throughout the year.  

Look up and contact your advisor.

Decision Dialogues
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Modera Insights

Painting Your Financial Planning Portrait with Your Tax Return

Whether you file your own tax returns or hire a tax preparer, it is a great sense of relief when your returns are filed, and you can check that off your list. But in financial planning, we say not so fast! We like to think of our clients’ income tax return as a vital part of your financial planning portrait.

Good to Know|

How I Organize My Money

Some of you may be wondering what financial guidance to provide your children who are graduating college or starting their working careers. I use the information below for personal reference and I thought you might find it useful. I pay attention to my budget and organize my money by waterfalling it into different “buckets”

Good to Know|

The Street: Beware of the Pros and Cons of a HELOC

You might know the benefits of a home equity line of credit, but many homeowners don’t know about the pitfalls to avoid. Modera’s own Chief Investment Officer, George Padula, shares insights on some of the pros and cons of a HELOC in this article by Robert Powell of TheStreet.

Press Mentions|

The Vacation Home Primer: Pros and Cons

The pandemic over the past year has been a challenge for everyone, and it may have you bursting at the seams for a vacation! Unsure about the pros and cons of making the leap for greener pastures? Here are some important considerations before purchasing your dream vacation home:

Good to Know|
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