June 17 webinar: Common estate planning gaps high-net-worth families should review. Register now

June 17 webinar

Common estate planning gaps high-net-worth families should review.

Financial Planning

Stop the Scam: Tips and Tricks for Recognizing and Stopping Scams

March 9, 2023 is National Slam the Scam Day sponsored by the Social Security Administration (SSA).

How To Prioritize Lifestyle Medicine To Increase Your Healthspan

“Your health isn’t everything, but without your health, everything is nothing.” Asheville-based cardiologist Dr. Brian Asbill isn’t sure who initially said this quote, but he adamantly believes in it.

The Role Of The Trustee

The trustee acts as the legal owner of trust assets and is responsible for handling any of the assets held in trust, filing taxes for the trust and distributing the assets according to the terms of the trust.

Dealing With the Rising Cost of Healthcare

The cost of health care in the U.S. continues to rise with no slowdown in sight. According to the Centers for Medicare &Medicaid Services (CMS), healthcare spending in the U.S. is projected to grow at an average annual rate of 5.4% and reach $6.2 trillion by 2028. Average Americans, regardless of their health, are feeling the...

Three Small-Business Transfer Strategies

As a wealth management firm, we have long preached the benefits of owning shares of public companies as an investment vehicle to build long-term wealth. We are clearly not alone in this endeavor. There are many news agencies and television programs that spend countless hours debating if and when investors should buy and/or sell certain...

Budget Guidelines for the Budgeting Adverse

I had a conversation with a recent college graduate who was preparing to buy his first car. He had an encyclopedic knowledge of every feature and option offered on each car he was considering and yet seemed unsure of the right choice. I asked what was causing his indecision and he said, “I know what...

Unclaimed Money: Finding Money You Didn’t Know You Had

A client received a letter informing him that thousands of dollars in unclaimed funds in his name had been located. The “finder” company offered to help him claim this property for a fee; 10% of the value recovered. But first, our client would need to provide a copy of his driver’s license, disclose his Social...

The Who, What, When, Where, Why, And How Of Trusteeship

The trustee has a large number of duties and responsibilities to the trust maker and the beneficiaries.

Behavioral Biases Of Individual Investors

Traditional finance is based on the premise that investors are able to consider all relevant information to make rational financial decisions. The underlying assumption is that all investors are risk averse and that everyone prefers higher returns to lower returns for the same level of risk. In practice, these assumptions are unrealistic because investors are...

Financial Planning: More than Retirement and Investments

“I don’t really need financial planning. I have enough saved up for retirement so I’ll be okay.” A common misconception many people have is that financial planning is just about investing or planning for retirement. I admit, just a few years ago, I was one of those people.

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.

Financial Planning

Subscribe Now

Subscribe Now

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

Speak with an Advisor