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Life Transitions

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Life Transitions2020-09-03T15:32:52+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

A Guide to 401(k) Plans for Small Business Owners

As many of our clients grow their businesses, we have helped them replace their existing company retirement plans with 401(k) plans.  In general, 401(k) plans can provide more options and flexibility than other types of retirement plans.  Here, we will explore some of the key attributes of 401(k) plans and the potential benefits they can provide on both a personal level and in various aspects of managing your business.

Business Owners, Good to Know|
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