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Rewriting the Irrevocable: How modification can transform your trust.
Creating an irrevocable trust can feel daunting.
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What You Need to Know About Offshore Accounts
Why Would I Open an Account Overseas?
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Dual Citizenship and Residency Abroad: What to Know Before You Go
Over the past few years, I’ve noticed a growing number of conversations—both professionally and personally—around the idea of living abroad. Clients are asking about it. Friends and family are exploring it. You might be, too.
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Looking Ahead to the 2026 Healthcare Landscape
What the OBBBA could mean for your healthcare and retirement planning.
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Unique Planning Factors in the LGBTQ Community
While there has been meaningful progress in LGBTQ+ rights, recent shifts in the social and political climate have introduced new challenges to sustaining that progress. This creates unique factors that must be considered when financial planning such as: decisions around marriage, protecting assets for loved ones, preparing for long-term care costs, and more.
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Your Ticket to Travel: Maximizing Credit Card Points for the Savvy Spender
“Sign up today and enjoy 50,000 bonus points on us!” “Earn 1% cash back on your everyday purchases and 5% back on dining!” “What’s in your wallet?” If you’ve turned on your television or received junk mail in the past ten years, you’ve likely heard or seen at least one of these catchphrases amid the...
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WealthManagement.com—Tom Orecchio on the “Focused on the Future Podcast”
Tom Orecchio talks with Suzanne Siracuse to break down the keys to creating a client-centric wealth management firm.
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WealthManagement.com—Laurie Vitali on The Importance of Good Recruiting and Shaping a Strong Internship Program
Laurie Vitali, Modera’s CPO and Principal, discusses the keys to building a useful internship program not only for your business, but also the applicants themselves.
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How Cost of Living Adjustment Can Affect Social Security Benefits
During 2025, an estimated 69 million Americans will receive about $1.6 trillion in Social Security benefits, while the average retiree will get a monthly Social Security check of $1,975.[1]
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