This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisers. The time to get these professionals involved is before an event occurs – plan ahead.
For many of our clients, the idea that their portfolios should “never walk alone” is probably obvious enough. Financial planning should constitute a comprehensive approach to creating, implementing, and monitoring a plan tailored to each client’s individual goals, needs, and circumstances.
When you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to take, including gathering a team of trusted advocates to help you navigate the road ahead.
I’ve been baffled as I discuss amongst friends and family how little many of them know about the finances of their family. Some of them only know how to access their joint checking/savings account and the amount and provider of their spouse’s life insurance.
A common misconception many people have is that financial planning is just about investing or planning for retirement. I admit, just a few years ago, I was one of those people.
Modera's Mindy Cleaveland discusses strategies to generate income for retirement and how insurance may be worth considering to fill an income gap.
Stay in Touch.
Enter your email address to receive regular educational insights and the latest information about our services.
We Respect Your Privacy
If you opted in to receive marketing communications, you may opt out at any time by contacting us directly or selecting the unsubscribe link at the bottom of the email.