Client Resources2021-01-29T20:06:57+00:00

Announcements

Please visit our Tax Center for important information for you and your tax preparer. We will continue to provide updates there throughout the 2020 tax season, so you may wish to bookmark the page on your browser for easy reference.

Tax Center

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Modera Insights

Planning for Retirement

As financial planners we are often asked, “Will I be OK in retirement?” The checklist below illustrates different items to think about as retirement approaches, from ten years before to right after retirement begins. The earlier one starts planning for retirement, the more prepared one should be not only financially, but also emotionally.

Good to Know, Retirement|

Health Savings Accounts (HSAs)

With costs skyrocketing and employees paying more and more, the advent of high-deductible health care (HDHC) plans and health savings accounts (HSAs) has become a story worth blogging about.

Good to Know|

The Credit Freeze

This document explains what it means to freeze your credit, details the process of doing so, and answers some frequently asked questions.

Good to Know|
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