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Our Insights

|Our Insights
Our Insights2019-07-03T20:53:17+00:00

Modera financial advisers enjoy sharing their experience and counsel in many ways. Here we provide a regularly updated list of articles on a variety of topics we hope will be of interest to you.

Unique Planning Factors in the LGBTQ Community

Though the Defense of Marriage Act, which did not recognize same-sex marriages, was struck down five years ago, many challenges remain for those in the lesbian, gay, bisexual, transgender, and questioning (LGBTQ) community. These challenges create unique factors that must be considered when financial planning.

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CCRCs: Another Way to Age in Place

When married couple Mara, age 67 and Lou, age 70, started thinking about the next phase of their lives they knew change was in their future. After raising three children and taking care of a large home for many years, they were ready to move to a community where the property would be maintained for them. They realized that living independently for the rest of their lives, while appealing in theory, might not be realistic.

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Getting Ready for Maternity and Paternity Leave

For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition from workplace to home and back again.

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A Reminder on Satisfying Your Quarterly Estimated Tax Payment Obligations

It’s not uncommon for individuals to continue to work, perhaps in a different capacity or on a part-time basis, after they have retired from their full-time job. Many of our clients enjoy using their years of experience and knowledge to maintain an income stream and keep busy. But for those who used to benefit from the convenience of their employer’s payroll management, the estimated tax requirements of self-employment can come as a surprise.

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