Facebook Linkedin-in Youtube
FInd An Advisor

Financial Planning

Filter by Category
What Is a Fee-Only Financial Planner?
If you’re looking for a financial planner, a financial advisor, or a wealth manager you may be confused about how their fees or cost structures work.
Read more
How to Use 2-Factor Authentication
Cybersecurity. Identity theft. These are not new topics.
Read more
Cybersecurity Protection Tips
Cybersecurity attacks continue to be on the rise.
Read more
What is a Fee-Only Wealth Management Firm?
If you’re looking for a wealth management firm, you may have encountered different terms describing the way the firm is compensated. Two common ones are fee-only and fee-based. While they sound similar, they do not have identical meanings.
Read more
Financial Planning: An Approach, Not a Product
Perhaps your cousin’s best friend is an insurance agent who provides financial planning. Or maybe your neighbor’s brother-in-law was bending your ear at a recent barbeque about how annuities are key to an effective financial plan. So, you may be wondering, what exactly is a “financial plan”? And when different people use that term, are...
Read more
To Everything There Is A Season — Is Downsizing On Your Horizon?
“Turn! Turn! Turn!” written by Peter Seeger and made famous by The Byrds was released in 1965. If listening to this song on the AM station was part of your early memories, then you are probably thinking about downsizing or soon will be. Downsizing is a time to break things down and a time to...
Read more
Small Business Owners: Is Your Next Great Employee Living under Your Roof?
As recently as 50 years ago on family farms and ranches across America, it was common to see two or even three generations actively involved in running the enterprise.
Read more
Getting Ready for Maternity and Paternity Leave
For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition...
Read more
The Value Of Good Advice And How To Tell If You’re Getting It
The economic and market turmoil during the past year, most of it caused by the pandemic, has brought into sharp focus for many investors the vital importance of dependable, professional advice about investments and financial planning. Especially when emotions are high, having an experienced wealth manager who is ethically and professionally committed to providing counsel...
Read more
10 Ways To Celebrate Independence Day
I proudly served in the U.S. Army from 1991 to 1992 as a medic. My time serving makes me appreciate being a U.S. citizen. This holiday, I hope you do something enjoyable with family and friends. Here are ten ideas — I will likely do a mixture of them all!
Read more

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Find An Advisor
Facebook Linkedin-in Youtube

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Speak with an Advisor

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.