Happy New Year. What a year we had in 2021. Between the headlines with GameStop, Tesla, Bitcoin, oil prices, interest rates, inflation, Delta, Omicron, boosters, supply chains, PCRs, MRNA, ESG, and other various letters in the Greek alphabet, it was hard at times to think about the long-term. However, that’s what we do and what we want to emphasize - the long-term benefits of investment planning and strategies – while also giving some context to the current headlines dominating the news.
MoneyGeek.com: Financial Support for Families With Children Diagnosed With a Chronic or Terminal Illness
Mindy Neira shares insights and advice to help parents navigate caring for a child who has been diagnosed with a chronic or terminal illness and finding financial resources to help with medical service and treatment. All this and more resources in this guide by Erin C. Perkins for MoneyGeek.
There’s not a simple answer when it comes down to buying vs leasing. The decision depends on both your personal and financial situation. In this article you'll find some points to ponder as you consider whether to buy or lease your next car.
Savas Constantinou's local chapter, AHEPA 517, started their own 501c (3) organization called AHEPA Service Dogs for Warriors which raises money to train rescue dogs to give to US Veterans to help prevent Post
Modera’s Philanthropy Committee led a winter clothing drive to support people from Afghanistan who are being resettled in the US. Modera learned of this need through Kevin Sweeney's wife Deirdre who has been working
Considering a 529 plan for your grandkids but not sure how to get started? In this Q&A article Michael D. Gibney, CFP®, AIF® helps to dissect this question and shares resources and considerations in determining how to make the right selection for you and your situation. Article by Karin Price Mueller for NJ.com.
Senior Client Service Advisor
Here we touch on some of the strategies we recommend to our clients. While none of these should come as a surprise, we feel it never hurts to mention them.