Mindy Neira, Modera Principal and Wealth Manager shares steps the LGBTQIA+ community could take to feel more financially empowered in this article by Anni Irish of HerMoney.com
Cory White, Senior Financial Advisor at Modera shares insights on why you should be wary of retroactive social security. Read more in the article by Glenn Ruffenach for the Wall Street Journal.
We are pleased to announce that the National Association of Personal Financial Advisors(NAPFA) has recognized Modera’s Principal & Wealth Manager Mindy Neira (she, her) with the “2022 NAPFA Inspiring Leader Award.” “The NAFPA Inspiring Leader Award is presented to a member who has established a record of encouraging, motivating and engaging others in reaching their full professional potential under the auspices of the Association. This award has been presented for exceptional, long-term, service to NAPFA, primarily as a teacher, mentor or coach.” Mindy inspires us every day with her commitment to her clients and her colleagues at Modera. We could not be more proud that she has been recognized by NAPFA for her passion for bettering the industry through her leadership and example.
Can I open a Roth IRA for my child? Stephanie Spies helps answer this question by sharing a few strategies to encourage good savings habits for retirement. Read more in the full Q&A article by Karin Price Mueller for NJ.com.
How do you choose where the right place to retire for you is? Michael Gibney shares a story about friends who went through this decision and what types of financial and tax considerations may come into play in answering this question. Read more in the full article by Patricia Mertz-Esswein for Kiplinger.
Modera’s Laurie Kane Burkhardt, CFP® shares her perspectives with NerdWallet on retirement costs and planning accordingly.
In this Ask Bob article, Mindy Neira addresses a reader question on when to take spousal benefits versus disability benefits. There are a lot of moving parts to this individual’s unique situation and Mindy helps break down various considerations when it comes to divorces and social security claims.
In this Q&A Article Kelly addresses the factors that determine how the proceeds from a home sale will be taxed.
In this Q&A Article Brian Schiess covers how Social Security works and what factors go into the calculation and potential recalculation of your Social Security benefits.
If you’re trying to give a gift to your grandchildren that helps them invest in their future, Modera Principal & Wealth Manager Adam Leone has some tips for you.