“Hands-on” Community Service
Oradell-Emerson Rotary receives the Florie Scialla Award. This award is given to a club that “best exemplifies the type of Rotary projects that Florie Scialla was noted for i.e. "Hands on Type" of tasks
Inspiring the Next Generation
Jeanne Bernardin of the Modera Boston office volunteered for Hopkinton High School’s career awareness initiative, which provided high school students an opportunity to learn about different career path opportunities through a presentation and Q&A
Jeanne Bernardin, CFP®
Financial Advisor
NJ.com: Will money from stock sales hurt Social Security and Medicare??
If you trade stocks and have capital gains, or sometimes losses, after you are retired and only one spouse trades, how does this affect your Social Security and Medicare costs? In this Q&A article by Karin Price Mueller for NJ.com, Modera Financial Advisor Brian K Schiess, CFP®, EA, helps shed light on this question.
NJ.com: How can I qualify for Obamacare subsidies?
Choosing the right health insurance plan — at the right cost — will depend on many factors. In this Q&A article by Karin Price Mueller for NJ.com, Modera Senior Financial Advisor Peter J. McKenna, CFP®, MBA, breaks down what goes into making that decision.
NJ.com: I retired. How much can I save to my Roth IRA?
“I retired. How much can I save to my Roth IRA?” Stephanie Spies, CFP® walks through the various requirements to take into consideration if you find yourself asking the same question. Read more in this Q&A article by Karin Price Mueller for NJ.com.
Shane Pouliot, CFA®
Investment Advisor
Furever Grateful
Aaron Mellman volunteers with the Great Pyrenees Rescue of Atlanta. Aaron helps out on adoption days, occasionally transports dogs to medical facilities, and most recently has provided a foster home.
NJMoneyHelp.com: How Can you Separate a Roth IRA’s principal and gain?
Under current tax laws, you can withdraw funds tax-free from a Roth IRA after a conversion — with certain exceptions. In this Q&A article by Karin Price Mueller for NJMoneyHelp.com, Kelly Henning, CFP®, MSFS shares her insights into these exceptions.
Planning to Travel? Consider Travel Insurance
If you expect to travel more in the coming months, travel insurance could potentially provide some peace of mind and reassurance in these still-uncertain times.