Modera Wealth Management
Client Resources2022-04-18T17:59:22+00:00

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Decision Dialogues
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Modera Insights

Financial Planning Through a Client’s Life Stages

Are you protecting your financial future from its most significant risks? Are you investing your savings in a manner that is in line with your financial goals? Are taxes consuming more of your income than they should? For years, we have used an age-based financial map to help guide our clients towards their financial goals. We figure it is about time that we share the wealth (pun entirely intended).

Good to Know|

Lessons in Longevity

Like many people, I’m coming out of the pandemic much more aware about how fragile life is and how important it is to stay on top of one’s health. Similar to investments, we don’t always know what’s on the horizon, but what we can do is focus on the things we can control.

COVID-19, Good to Know|

Retirement Saving for the Self-Employed

Did you start a new business or a new role as an independent consultant? Have you considered that you might be able to save a portion of your income for retirement? Many people are not aware that retirement saving plan options are available for business owners and individuals who are self-employed-not just for those who work at large corporations.

Good to Know, Retirement|

2022 Q2 Investment Perspectives

The second quarter was challenging as the cornucopia of headline clichés were everywhere: soft landings, hard landings, economic jolts, wrenches getting thrown into the system, unprecedented times, etc. Take a deep breath. As difficult as this year has been, there are some things that we can hang our hat on looking forward.

Our Take on the Market|

The Great Resignation: Before You Commit to Quit

Often referred to as “The Great Resignation,” people have been quitting or changing their current jobs like never before, looking for greener pastures and a perceived better quality of life. Are you mulling over an early retirement? Perhaps you are thinking of a job change; self-employment, a job at a new company or temporary time away from your current position. Regardless of your reason or goal, there are several things to consider before resigning from your current job.

Good to Know|

Summer Party Time: Are You Protected?

Welcome to summer, when warmer weather ushers in all kinds of fun events — pool parties, barbeques, boating, and of course the more formal gatherings like birthday parties and weddings. After a period of pandemic precautions, we are all eager to enjoy the company of friends and family without restrictions. But before you party like it is 2019 again, you may want to take one more precaution: evaluate your personal liability exposure.

Good to Know|
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