The Wall Street Journal: Ask Encore: Should You Retitle Your House After the Loss of Your Spouse?
Modera’s Mindy Cleaveland responds to questions about whether to retitle a home after the loss of a spouse if the deed is in both names.
Planning Checklist for Your New Financial Future
This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.
Divorce Planning Checklist
This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.
Getting to the Other Side of Divorce
With the many moving parts in the divorce process, there are steps you can take to help you get to the other side efficiently and with an outcome that is beneficial for you. in this article I’ve outlined tips and guidelines to help you avoid mistakes along the way.
Advisor Reflections: Moving and Marriage during a Pandemic
Life during a pandemic feels like the twilight zone. The comfort of routine, the bustle of activities to keep us busy every day, the predictability of tomorrow, essentially washed away overnight. Our lives turned upside down and now here we are five months later. What do we make of all of this?
The Street: Ask Bob: How To Check On The Status Of Your Economic Impact Payment
Modera's Mindy Cleaveland shares her answer to the question of how to check on the status of your economic impact payment.
How the CARES Act Helps the Disability Community Affected by COVID-19
With a pandemic affecting the country, times have become even more uncertain for those who have a disability or other medical condition.
New Year, Fresh Start: Improving Your Financial Health in 2020
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.”
The True Value of Financial Advice
As financial advisors, we get asked a lot of challenging questions: “How do I make sure I’ll have enough money for retirement?” “What’s a good strategy for lowering my tax burden?” “What’s the best way to pass my business on to my children?” “How aggressively should I invest?” “What if the markets have a downturn?”
Year-End Checklist: Re-visiting your Financial Health in 2019
Now that we’re in the last quarter of the year, there are some areas to focus on to ensure you close out 2019 with a bang. Use this checklist as a guide to assess your financial wellbeing.