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How Secure Is Your Deferred Compensation Plan?
Nonqualified deferred compensation (NQDC) plans can be valuable tools for high‑earning executives who want to manage taxable income and build long‑term savings. They also carry a unique set of risks that differ from traditional retirement plans.
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USA TODAY Names Modera Wealth Management Among Industry’s Best Financial Advisory Firms
Modera listed among top 40 of 1,000 firms evaluated for growth and client commitment.
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Modera Wealth Management is a Barron’s Top 100 RIA Firm for 2025
Modera is proud to be ranked 40th in Barron’s  2025 Top 100 RIA Firms list.
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CityWire—Vince Curtin: Modera hires Mather Group alum as M&A head
Vince brings a wealth of experience from Transcend Capital Advisors, The Mather Group, and UBS, and his arrival marks a pivotal moment in Modera’s strategic growth journey.
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WealthManagement.com—Kelly Henning on How Modera’s Internship Program Played a Key Role In Her Job Satisfaction Today.
A strong internship program can serve as a launching pad for many people’s careers, such as Kelly’s.
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Wealth Management EDGE: George Padula on the Importance of Due Diligence for Private Markets
George Padula, Modera’s CIO, and Adam Cohen, head of due diligence at Cerity Partners, co-hosted an “Allocating to Alternatives” workshop at the 2025 Wealth Management EDGE conference.
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In the Middle: Emotional and Financial Impacts Facing the “Sandwich Generation”
Across America, this scenario is unfolding: adults in their 40s and 50s, balancing the demands of their careers and household responsibilities, find themselves caring not only for their children—whether at home or in college—but also for their aging parents.
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Kiplinger: Mindy Neira—Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser.
“Now, more than ever, it is important to revisit and revamp your financial plan to ensure you and your loved ones are protected.”
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MarketWatch: Sarah DerGarabedian—How much confidence in investing is too much?
The secret to smart investing and what behavior to look out for.
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Yahoo! Finance: Mindy Neira—Banking smarter: How to find the best debit card for you
Figuring out what debit card meets your needs may be challenging, but it doesn’t have to be.
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  • June 17, 2026 | 12 PM ET

Common Estate Planning Gaps High-Net-Worth Families Should Review

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