window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'UA-45501574-1', { 'anonymize_ip': true });

Life Transitions

Home|Who We Help|Life Transitions
Life Transitions2020-10-09T21:05:13+00:00

Change can be difficult. Whether it’s sudden or expected, you need support.

A life-changing event, such as the death of a spouse, divorce, receiving a large inheritance, or other occurrences can have a significant impact on one’s financial situation.

  • I want to make sure my spouse has help if they outlive me.

  • I am suddenly on my own.

  • I received an inheritance and want to make sure I’m making smart choices.

Modera can help you to:

  • Navigate your financial plan in the face of your new normal.

  • Lower your investment risk.

  • Pay the least amount of taxes possible over time.

  • Maximize the way you use assets to fund your financial goals.

  • Be prepared for all the what-if scenarios.

Educational Articles

Building Your Divorce Team

If you are considering a divorce, you are not alone. Statistics show that almost 50% of all marriages in the United States will end in divorce or separation. While divorce is becoming less common for younger adults, rates for those adults age 50 and older has roughly doubled in the past 25 years. Given these trends, the need to understand the divorce process becomes that much more important.

Divorce, Good to Know|

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, Good to Know|
Load More Articles
Go to Top