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John Ceparano

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Creative Projects to Capture Memories and Get Organized

Many of us have been self-isolating now for nearly two months. Some of us are feeling the desire to maximize this time to devote to projects that will yield long-term benefits. What can you do to take advantage of this time?  Are there some projects that are both easy and productive?Here are a few projects that may be interesting to you. We’ve come up with few ideas to help you share information, memories and stories with those you love for future generations, as well as get organized for the unforeseen.

2020-07-06T19:39:01+00:00COVID-19, Good to Know|

Why Every Business Needs a Financial Advisor

Many clients come to Modera needing help with their personal financial lives. But a great number of our clients are also independent entrepreneurs, small business owners, or medical professionals who own a private practice. And although they typically have CPAs, bookkeepers, and business attorneys to help them compute their taxes, cut the checks, and deal with legal issues, they may not be addressing the bigger picture and the common financial challenges involved with business ownership.

2020-05-27T15:40:22+00:00Good to Know|

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.

2020-05-28T20:52:06+00:00Good to Know|