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Modera Wealth Management
  • Who We Help
    • Who We Help
    • Business Owners
    • Executives
    • Physicians and Dentists
    • Other Specialties
  • Our Services
    • What We Do
    • What to Expect
    • FAQs
  • Get to Know Us
    • Our Team
    • The Modera Story
  • Our Values
  • Our Insights

Client Resources  ·  Contact  ·  Insights

Featured Blogs

Home|Featured Blogs
Featured BlogsBrian Barwig2022-01-31T19:24:55+00:00

Finding the Right Financial Advisor

  • Which Advisors are Fiduciaries / Is Your Advisor a Fiduciary?
  • How to Find a Fiduciary Financial Advisor

Investing

  • The ABCs of RSUs (Restricted Stock Units)
  • Introduction to ESG Investing
  • Why Diversify and Rebalance?
  • The Five Tenets of Evidence-Based Investing
  • What’s Fly Fishing Got to Do with Investing?
  • On the Limits of Arbitrage

Taxes

  • The Tax Benefits of NUA Rules
  • Tax Strategies for Special Needs Families
  • To Gift or Not to Gift?
  • Analysis of Proposed Tax Law Changes for 2022
  • CARES Act FAQ: Tax and Financial Relief for Individuals
  • A Reminder on Satisfying Your Quarterly Estimated Tax Payment Obligations

Retirement

  • Check your 401(k) Contributions: Are you Maxing Out?
  • Does the SECURE Act Affect Me?
  • An Effective Business Buyout Tool: a Cash Balance Plan
  • A Guide to 401(k) Plans for Small Business Owners
  • Market Downturns: How Safe is Your Deferred Compensation Plan?

Estate Planning

  • I’ve been named as the executor for my parents. What does that mean?
  • Special Needs Trusts for Gifting and Inheritance
  • Why Your Digital Assets Need a Place in Your Estate Plan

Other

  • LGBTQ Financial Planning: Looks Simple from Afar
  • Building a Financial Safety Net: Four Key Steps for Women
  • How to Manage a Windfall: Five Crucial Steps
  • The Upper Limit Problem

Contact Modera

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Office Locations

Boston, MA
(617) 247-0518

New York, NY
(914) 232-3773

Westwood, NJ
(201) 768-4600

Wayne, PA
(610) 695-8070

Charlotte, NC
(704) 358-3322

Atlanta, GA
(678) 833-1166

Inverness, FL
(352) 746-4460

Services

Comprehensive Financial Planning
Investment Management
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About Modera

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Modera Brochure ADV Part 2A
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Our Insights

  • Recent Market Volatility

  • 2022 Q1 Investment Perspectives

  • Tax Scams: The “Dirty Dozen” to Avoid

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.

©2022 Modera Wealth Management, LLC

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