Laurie works with clients to formulate financial planning and investment strategies and monitor progress towards their goals. Laurie has significant experience helping clients to understand planning issues for professional women, same sex couples and elderly parents.
CERTIFIED FINANCIAL PLANNER™
Boston University Graduate School of Management, M.B.A.
Harvard University, B.A., Biology
Advisory Board of the Boston Chamber Women’s Network
Women’s Initiative Committee for the Boston Estate Planning Council
Read more about Laurie
Modera’s Laurie Burkhardt shares perspectives on the recent market swings
We recommend that one should strive to build a diversified portfolio of various assets whose returns don’t all tend to move in the same direction. If one asset class “zigs” while others “zag,” you can potentially offset some of the impact of the declining asset. This often conjures up the old saying “don’t put all your eggs in one basket.”
Like every parent, you want your children to become happy, self-sufficient adults. But once childhood, adolescence, and college are over, what happens next? How do you guide your kids to become financially independent grown-ups who are able to navigate the ins and outs of budgeting, paying the bills, and saving for their own futures?
Modera’s Laurie Burkhardt shares her thoughts on health insurance post retirement
This time of year brings back memories of anticipation for me and my family. It feels like only yesterday my twins were heading off to college, even though they are now independent adults.
Your parents are updating their wills and possibly their trust documents, and they ask you a huge question: “Will you be the executor of our estate?” You may be honored and flattered that they trust you enough to give you that responsibility, but you may also be petrified because you do not know what it entails, and it sounds like it could be too much responsibility.
Modera Financial Planning & Wealth Management
535 Boylston St., Suite 300, Boston, MA 02116
Laurie Kane Burkhardt
Theresa Apruzzese Days
George T. Padula
Robert D. Siefert
Christopher “Cory” White