Modera Wealth Management
Modera Wealth Management

About Anna Lui

Anna is responsible for managing external firm communications and supporting growth initiatives. She has completed the six classes that comprise the CFP® professional education program through the College for Financial Planning. Learn more about Anna.

Tax Scams: The “Dirty Dozen” to Avoid

For some old movie buffs out there, the “Dirty Dozen” might harken back to the famous 1967 war movie. But there is another dirty dozen that requires watching and that is the Internal Revenue Service’s “Dirty Dozen” list of potential tax scams.

2022-04-01T15:20:18+00:00Good to Know|

Risk Management Strategies for Ophthalmologists

Whether you are just starting out in ophthalmology or own your own practice, it is never too early (or late) to consider your risk management plan. Many risk factors can come into play for ophthalmologists that go beyond malpractice. This article offers some suggestions and strategies to consider throughout your career.

2022-03-28T18:47:52+00:00Good to Know|

Common Financial Planning Mistakes

“I just don’t want to make the wrong decision” is a common concern we hear as financial advisors. Often, prospective clients come to us after they’ve already made a mistake and they’re trying to avoid additional ones that could be even more costly.

2022-04-14T21:02:22+00:00Good to Know, Retirement|

Coffee Talk with a “Sometimes Fiduciary”

I took a little time away from the office to enjoy a cup of coffee at a local coffee shop. Because it was a weekday morning, there were quite a few business people meeting there too. As I sat down to enjoy my newspaper, I couldn’t help but overhear a conversation next to me between a “financial advisor” and a prospective client.

2022-02-08T15:16:14+00:00Good to Know|
Go to Top