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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.

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