Modera Wealth Management
Modera Wealth Management

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

The New EV Tax Credit: Can You Benefit from It?

On August 16th, 2022, President Biden signed into law H.R. 5376, otherwise known as the Inflation Reduction Act of 2022. This legislation will have meaningful implications for energy policy and consumers for years to come. The stipulations in the act related to the renewal and expansion of the electric vehicle (EV) tax credit are particularly complex. Below, we address some common questions consumers may have.

Good to Know|

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.

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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|
Decision Dialogues
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