Modera Wealth Management
Modera Wealth Management

What’s the big deal about having a trust anyway?

“What’s the big deal about having a trust anyway?” This is a question I’m often asked in client meetings, though not always in such a brash fashion. Usually the topic of trusts comes up after a client hears that a friend has set one up, which piques my client’s interest.

2020-05-28T21:17:10+00:00Good to Know|

Time for a Change? Medicare Open Enrollment 2019

Many people who are on Medicare may think that once they sign up and choose their options they’re set for life. But, just like you, your Medicare coverage needs a checkup every so often. And if you find you want to make changes to your coverage, Medicare’s annual open enrollment period is when to do it.

2019-08-22T17:59:11+00:00Good to Know|
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