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.
Wall Street Journal: How Much Cash Should You Hold in Retirement?
Modera's Laurie Burkhardt provides perspectives on cash reserves considerations.
Have a Household Employee? Be Sure to Follow the Tax Rules
If you pay wages of more than $2,000 per year to any single household employee, or more than $1,000 to all household employees in any calendar quarter, you may be responsible for paying federal Social Security, Medicare, and unemployment taxes.
Financial Safeguards for Seniors
Nothing guarantees there will be sufficient money to cover all costs in retirement. But there are some common mistakes to steer clear of as you grow older.
Planning Checklist for Those You Care About Most
This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisers. The time to get these professionals involved is before an event occurs – plan ahead.
Your Portfolio Should Never Walk Alone
For many of our clients, the idea that their portfolios should “never walk alone” is probably obvious enough. Financial planning should constitute a comprehensive approach to creating, implementing, and monitoring a plan tailored to each client’s individual goals, needs, and circumstances.
Five Essential Financial Tips for New Widows and Widowers
When you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to take, including gathering a team of trusted advocates to help you navigate the road ahead.
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