Our Insights2021-03-08T19:47:52+00:00

Painting Your Financial Planning Portrait with Your Tax Return

Whether you file your own tax returns or hire a tax preparer, it is a great sense of relief when your returns are filed, and you can check that off your list. But in financial planning, we say not so fast! We like to think of our clients’ income tax return as a vital part of your financial planning portrait.

Good to Know|

How I Organize My Money

Some of you may be wondering what financial guidance to provide your children who are graduating college or starting their working careers. I use the information below for personal reference and I thought you might find it useful. I pay attention to my budget and organize my money by waterfalling it into different “buckets”

Good to Know|

The Street: Beware of the Pros and Cons of a HELOC

You might know the benefits of a home equity line of credit, but many homeowners don’t know about the pitfalls to avoid. Modera’s own Chief Investment Officer, George Padula, shares insights on some of the pros and cons of a HELOC in this article by Robert Powell of TheStreet.

Press Mentions|

The Vacation Home Primer: Pros and Cons

The pandemic over the past year has been a challenge for everyone, and it may have you bursting at the seams for a vacation! Unsure about the pros and cons of making the leap for greener pastures? Here are some important considerations before purchasing your dream vacation home:

Good to Know|
Decision Dialogues
The Wealth Cast logo on a background of a man fly fishing in a stream in a mountainous area

We Respect Your Privacy

Please review our Privacy Policy and General Data Protection Regulation Privacy Notice for details regarding your rights to data, including where, why, and how your data is processed/stored. You can request that we not collect your data, update or delete your information at any time by contacting our Chief Compliance Officer.

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.

Go to Top