Modera Wealth Management
Modera Wealth Management

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Our Insights2021-07-16T15:57:38+00:00

The Inflation Reduction Act: What It Means to You

On August 16th, President Biden signed into law H.R. 5376, otherwise known as the Inflation Reduction Act. It is significant and complex legislation. In a nutshell, its changes will impact energy, health care, and tax policy for both consumers and corporations . Below, we try to break down these issues and what it could mean for you.

Good to Know|

Financial Planning Through a Client’s Life Stages

Are you protecting your financial future from its most significant risks? Are you investing your savings in a manner that is in line with your financial goals? Are taxes consuming more of your income than they should? For years, we have used an age-based financial map to help guide our clients towards their financial goals. We figure it is about time that we share the wealth (pun entirely intended).

Good to Know|

Lessons in Longevity

Like many people, I’m coming out of the pandemic much more aware about how fragile life is and how important it is to stay on top of one’s health. Similar to investments, we don’t always know what’s on the horizon, but what we can do is focus on the things we can control.

COVID-19, Good to Know|

Retirement Saving for the Self-Employed

Did you start a new business or a new role as an independent consultant? Have you considered that you might be able to save a portion of your income for retirement? Many people are not aware that retirement saving plan options are available for business owners and individuals who are self-employed-not just for those who work at large corporations.

Good to Know, Retirement|
Decision Dialogues
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