Kelly’s main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios.
CERTIFIED FINANCIAL PLANNER™, Master of Science in Financial Services
Lafayette College, B.A., Business and Economics
Marquis Scholar, the College’s highest academic honor
American College of Financial Services, M.S.F.S
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For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition from workplace to home and back again.
It’s not uncommon for individuals to continue to work, perhaps in a different capacity or on a part-time basis, after they have retired from their full-time job. Many of our clients enjoy using their years of experience and knowledge to maintain an income stream and keep busy. But for those who used to benefit from the convenience of their employer’s payroll management, the estimated tax requirements of self-employment can come as a surprise.
Modera’s Kelly Henning and Mindy Cleaveland share their thoughts on longevity and its considerations when formulating a financial plan.
Modera's Kelly Henning shares her thoughts on high-yield and emerging-markets bond funds.
Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
New Jersey Team
Michael D. Gibney
Kelly A. Henning
Peter J. McKenna
Kathleen M. Scala
Brian K. Schiess
Stephanie H. Spies