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.
Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera. The merger was official as of January 1, 2020.
Modera Wealth Management, LLC has announced that it recently added eight colleagues to its ownership group.
In 2018 everything seemed to decline while 2019 was a year in which most investments gained significantly. It’s times like these that drive home how and why we emphasize and stress having a consistent and intentional strategy.
Good news. Once again the IRS has increased the employee contribution limit for 401(k) and other retirement plans in 2020. The contribution limit has been increased from $19,000 in 2019 to $19,500 in 2020 for employees participating in the following types of employer-sponsored retirement plans:
Chances are, you have more than one financial professional in your life. If you’re a client of Modera, in addition to your financial advisers, you may also have a Certified Public Accountant (CPA) who does your tax planning. Since your CPA has a different role in your financial life than your Modera advisers, we find it most advantageous for you if we all work together.
Changing your lifestyle or improving your health – in this case, your financial health – takes significant time and effort. Instead of trying to overhaul your entire life all at one time, it might be prudent to take it one step at a time. Alone, improving and maintaining your financial health is not as difficult as you may think. Yes, it will take some dedicated time in the beginning, but once you are set up it becomes mostly a matter of “checking-in.”
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