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
Getting Ready for Maternity and Paternity Leave
For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition from workplace to home and back again.
Five Essential Financial Tips for New Widows and Widowers
When you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to take, including gathering a team of trusted advocates to help you navigate the road ahead.