Financial Planning

Changing Residency for Lower Taxes

Many of us actively choose our state of residence for professional and other opportunities, or perhaps choose to stay close to friends and family and build a life where we spent our formative years.

Invest in Your Loved One’s with a 529 Plan Webinar

Dina Megretskaia and Victoria Tejeda explore how these tax-advantaged accounts can help you save and invest for a child’s future educational needs. Much like your 401(k) plan at work, 529 plans offer a set list of investments and the assets inside can grow tax free.

Advisor Brief: How Do You Pivot a Client’s Investment Strategy After a Major Life Event?

“Significant life events such as changing jobs, having children, getting married or divorced, illness, or death can and often do change a person’s financial goals. These events don’t always necessitate changes to a client’s portfolio, but they do prompt a discussion about their impact on the financial plan.”

Hidden Costs of College

Congratulations! You have four years of tuition, room and board stashed away in your 529 plan, and your child hasn’t even graduated from high school yet. Now you can breathe easily, right? Well … maybe, maybe not.

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

A key aspect of effectively managing a small business is establishing a retirement plan that is appropriate for your organization.

Giving Them Wings: How to Teach Kids About Finance and Help Them Transition to Becoming Financially Independent

Like every parent, you want your children to become happy, self-sufficient adults.

Money Management: When and How to Help Aging Family Members

The call came out of the blue that afternoon, with terror and tears coming through from my mother. “Your father says we don’t have money to spend and I need to return everything I bought for the last two weeks!” Sigh. This was not an unusual call.

Tax Season’s Over, Now What?

What you can do now to avoid tax planning mistakes in the future. Let’s face it: There is nothing fun about income taxes. They can be even more unpleasant when you have to cut a fat check to Uncle Sam in April because of a life or work event or change that occurred in the prior...

Drilling Down: Financial Considerations for Dentists

As financial advisors to many medical professionals, Modera has found that, when it comes to their finances, dentists have very specific needs. Here we address the three typical financial stages of a dental career and explain how a relationship with a Modera advisor can help to secure your financial wellbeing.

Planning for Retirement: A Checklist and Guide

As financial planners we are often asked, “Will I be OK in retirement?” Before we even look at a client’s assets and expenses to answer that question, we ask them one ourselves, “What do you want your retirement to look like?”

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Financial Planning

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