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

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:

An Anesthesiologist’s Life: Is Private Practice Better for You?

John has made strides in his career so far as an anesthesiologist. To date, he has only worked as an employee of a group practice affiliated with a hospital system. Now he has enough experience and financial flexibility to consider pursuing his own independent practice.

An Anesthesiologist’s Life: Why You May Need Disability Insurance

John makes a good living as an anesthesiologist, earning more than $300,000 a year. His wages are the main source of income for his family of five.

An Anesthesiologist’s Life: Protecting Your Assets

John is an anesthesiologist. He has worked long and sometimes stressful hours for many years and has reaped the rewards of his profession, often earning more than $300,000 in a year during his career.

Downsizing Your Home

I recently downsized from a larger home in a New Jersey suburb to smaller quarters closer to Manhattan. Anecdotally, I noticed many times in my former neighborhood that on the same day families would post “Congrats to the Graduate!” yard signs, “For Sale” signs would often appear right next to them. My wife and I...

LGBTQ Financial Planning: Looks Simple from Afar

As a LGBTQ financial advisor, my clients tell me they hear this baffling question often, “You’re gay, you must be loaded right?!” There is a misconception that marriage and kids are traditionally that of a heterosexual relationship, and that as LGBTQ individuals we must have more money because we don’t spend it on kids and...

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Financial Planning

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

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