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MarketWatch: What to Look for When Selecting a New Advisor
Michael Gibney stresses the importance of choosing an advisor who builds their clients a solid plan.
MarketWatch: Are you saving enough for retirement? What the average 401(k) balance looks like
Keep in mind that before you put a money for future use, two things should be true, according to certified financial planner Judson Meinhart at Modera Wealth Management. “You should have an adequate reserve of anywhere between 3 to 12 months of expenses, and you have no credit card or other high interest debt like...
MarketWatch: What is a financial adviser and how do they work with you?
What a financial adviser does will vary both individually and from firm to firm. “Some advisers are restricted to only providing investment advice, while others will cover anything with a dollar sign. It’s best to ask what type of advice the adviser will give before beginning a relationship with them,” says certified financial planner Judson...
NAPFA Advisor: How One Financial Planning Firm Tackles DEI
Samer Eshmawy talks about Modera’s internal and external DEI initiatives and reflects on the importance of creating and prioritizing a culture of diversity in the April 2023 issue of Napfa Advisor.
MoneyGeek.com: Financial Support for Families With Children Diagnosed With a Chronic or Terminal Illness
How can families who care for an ill child prepare themselves for the considerable costs during the diagnostic, treatment, and follow-up care phases of the disease?

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