Announcements
Thank you again for participating in our 2020 Client Survey that went out at the end of last year. Your responses helped to re-affirm what we are doing well. They also provided invaluable insight on how we can better tailor our services to meet your needs.
We’ve identified some immediate next steps and will continue to incorporate your feedback throughout the year.
Featured Video
Modera Insights
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.
Ask the CIO: Let’s chat a bit about bitcoin
Sure, there may be some people who want to bet on it, but unfortunately, that’s exactly what it is – a pure bet.
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.
Are You Really Ready to Retire?
As pandemic lockdowns have started to ease nationwide, we wouldn’t be surprised to see a surge of Americans entering retirement—or at least seriously thinking about it.
Getting Real about Rebalancing
Despite the potential for capital gains, there are considerations that we review when thinking about whether to rebalance your investment portfolio