Hiring the right wealth management firm can be critically important. With so many wealth management companies vying for your “wealth,” however, it can be daunting to drill down to uncover the details and information that can make your choice a difference-maker. To help you find the right wealth manager, we suggest you look for a firm that focuses on the following attributes:
Dawson Fielding, Zachary Palmer, Melissa Boyer, and Karen Keatley of Modera's Charlotte Office took to the green for a charity outing, the 2020 Rollin’ Hornets Golf Classic. The proceeds help pay for the many travel and equipment
This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.
This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.
With the many moving parts in the divorce process, there are steps you can take to help you get to the other side efficiently and with an outcome that is beneficial for you. in this article I’ve outlined tips and guidelines to help you avoid mistakes along the way.
As the last quarter of the year is approaching, now is a great time to check in with your finances and make sure you are on track with your savings goals. With each calendar year, many of us have the opportunity to contribute to retirement plans through our employers.
Amy Lowder is a member of the National Organization for Women and The Charlotte Guild Debutante Club.
In the midst of 2020 market volatility, economic crisis and coronavirus fears mortgage rates just dropped to the lowest in recorded history. While home mortgage rates were already quite low by historical standards, this new wave of even lower interest rates could potentially provide you with a great opportunity to refinance your current home mortgage. What should you consider before taking the refinancing plunge with the cheaper mortgage “golden goose”?
A “spousal” Individual Retirement Account (IRA) allows a spouse with little or no compensation from employment to open a separate IRA and complete contributions based on the other spouse’s income. I’ve put together this quick guide to help you evaluate whether a spousal IRA might be beneficial for you.
Karen Keatley serves as a Commissioner on the CFP® Board Disciplinary and Ethics Commission, which is charged with review and enforcement of the CFP® Code of Ethics and Rules of Conduct.
