Fights Over Estates Can Tear Families Apart
According to Cerulli Asssociates, over the next quarter century, roughly 45 million U.S. households will collectively bequeath $68.4 trillion to their heirs.
Documents: Store or Shred?
Technology is increasingly important in helping to organize our lives. But some things are still done by pen and paper.
Inflation is Back: Any TIPS to Fight It?
We all know the years 2020 and 2021 have been a period for the record books. May you live in interesting times, as the saying goes.
Decanting a Trust
Irrevocable trusts are very difficult to modify even if the changes are in the beneficiary’s best interest. So what happens if things change and you need to amend it?
Modera is Ranked Among Barron’s Top 100 RIA Firms
Modera Wealth Management, LLC (Modera) is proud to announce that it ranks among Barron’s Top 100 RIA firms.
Ask the CIO: Let’s chat a bit about bitcoin
Sure, there may be some people who want to bet on it, but unfortunately, that’s exactly what it is – a pure bet.
Are You Really Ready to Retire?
As pandemic lockdowns have started to ease nationwide, we wouldn’t be surprised to see a surge of Americans entering retirement—or at least seriously thinking about it.
Getting Real about Rebalancing
Despite the potential for capital gains, there are considerations that we review when thinking about whether to rebalance your investment portfolio
How to Manage a Windfall: Five Crucial Steps
More money, more potential problems? There are several issues that should be addressed quickly whether your expected windfall is from an inheritance, a business sale, a large bonus or winning the lottery.
An Anesthesiologist’s Life: Why You May Need Disability Insurance
There could be significant implications to John’s ability to conduct his job if he were to suffer from a permanent or even temporary bodily injury, or experience future difficulties with his mental facilities.