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Life Transitions

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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

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.

Divorce, Good to Know|

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.

Divorce, Good to Know|

Widowhood: How to Prepare and What to Do Next

The shock of losing a spouse is perhaps the toughest emotional adjustment for anyone in their lives. The financial decisions that follow the loss of your partner can also be immense and immediate. It is easy to become paralyzed and overwhelmed with what needs to be done, and when.

Good to Know, Widowhood|
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