Financial Planning

Financial Planning for Newly Married Couples

You and your new spouse have just celebrated what will be one of the most special days of your lives – your wedding. You return home together after the celebration and walk in the door to find a not-so-romantic surprise awaiting you – your first bill as a married couple. Now what?

Considering an Electric Vehicle: Should You Buy or Lease?

Globally, electric car sales have been increasing.

Charlotte Magazine: Banking on Female Leadership

At ﬁnancial planning ﬁrm Modera Wealth Management, the best seats at the table are always available for women.

Building a Financial Safety Net: Four Key Steps for Women

Growing up, I was fortunate to have had a financial role model in my mom. From the time I was very young, she taught me how important it is for a woman to take control of her finances. In the evenings, when we headed to bed, I remember watching my mother retreat to the den,...

Concierge Medicine: Is It Right For You?

Have you had the experience of showing up early or on time to an appointment with your primary care physician and then having to wait for over an hour to be seen by your doctor?

Modera’s Cybersecurity Policy Overview

Our firm’s security policy helps minimize the risk of theft or loss of your personal information and data. Read our firm’s cybersecurity policy overview:

Steps to Help Protect Your Credit from Identity Theft

The following information will help guide you on how to monitor your credit, freeze your credit and how to place a fraud alert on your credit file in the event you are a victim of identity theft.

How to Find a Fiduciary Financial Advisor

Looking for a financial advisor or a financial planner? An important distinction to learn is whether or not the advisor is a fiduciary.

Letter From Tom

Read our CEO Tom Orecchio’s thoughts on what it means to be a Modera client.

The Value of Hiring a CERTIFIED FINANCIAL PLANNER® Professional

Finding someone you can trust to help you with your financial life may be one of the most important decisions you can make. You need someone who is aligned with your goals and respectful of your tolerance for investment risk.

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Financial Planning

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