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.
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.
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.
The first thirty days after a layoff are crucial to get back on track and put your motor in gear. Your first action steps must be goal identification, needs analysis, financial planning, and investment analysis. These steps could pay significant personal and financial dividends.
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.
Investment performance in both U.S. stock and bond markets has been strong year-to-date and while some investors are concerned about a sell-off, others are worried: worried about a possible recession, worried about interest rates, uncertain about growth. They’re also worried about missing out on the next big thing, worried about “beating the markets” and perhaps not worrying enough about the risks of their investments.
This time of year brings back memories of anticipation for me and my family. It feels like only yesterday my twins were heading off to college, even though they are now independent adults.
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