Financial Planning

Adjusting Your Portfolio Allocation Ahead of Retirement

In addition to preparing yourself mentally for retirement, you should also make tactical changes to your portfolio and overall financial plan as you approach your targeted retirement date.

Are You Really Ready to Retire?

Throughout the pandemic, we saw a surge of Americans entering retirement—or at least seriously thinking about it. Perhaps you’re one of them. After the past extraordinary few years, you may be wondering whether life is too short to spend much more of yours working 9 to 5.

Can You Afford That House?

An incredibly strong housing market over the last few years coupled with rising interest rates has put affordability out of reach for many home buyers.

Risk Management Strategies for Ophthalmologists

Whether you are just starting out in ophthalmology or own your own practice, it is never too early (or late) to consider your risk management plan.

Being Prepared: Information Your Loved Ones Need to Know

It’s hard to find the right time to discuss information your loved ones will need once you are gone. Initiating that discussion well ahead of time is a gift. Does your spouse know how to access all the bank and investment accounts? Do your children know how you would like to be remembered? Are the...

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?

Why Law School?

My move back home to Boston in 2019 not only marked the beginning of my financial advisor role at Modera, but also the start of evening law school. Some wondered why I would ever take on the dual endeavor. Some wondered if I would be departing Modera and financial planning once my J.D. was in...

Should I Lease or Buy My Next Car?

When it comes to car shopping, it can be very stressful deciding whether to lease or buy a car. As someone who recently purchased a new car, the whole process can be nerve-wracking if you do not engage in due diligence with your research. Car shoppers are constantly bombarded with different dealership incentives pressuring you...

Documents: Store or Shred?

Technology is increasingly important in helping to organize our lives. But some things are still done by pen and paper.

How to Manage a Windfall: Five Crucial Steps

There are several issues that should be addressed quickly whether your expected windfall is from an inheritance, a business sale, a large bonus, or winning the lottery. Below, we share five crucial steps:

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

Speak with an Advisor