Financial Planning

A Guide to 401(k) Plans for Small Business Owners

A key aspect of effectively managing a small business is establishing a retirement plan that is appropriate for your organization.

Giving Them Wings: How to Teach Kids About Finance and Help Them Transition to Becoming Financially Independent

Like every parent, you want your children to become happy, self-sufficient adults.

Money Management: When and How to Help Aging Family Members

The call came out of the blue that afternoon, with terror and tears coming through from my mother. “Your father says we don’t have money to spend and I need to return everything I bought for the last two weeks!” Sigh. This was not an unusual call.

Tax Season’s Over, Now What?

What you can do now to avoid tax planning mistakes in the future. Let’s face it: There is nothing fun about income taxes. They can be even more unpleasant when you have to cut a fat check to Uncle Sam in April because of a life or work event or change that occurred in the prior...

Drilling Down: Financial Considerations for Dentists

As financial advisors to many medical professionals, Modera has found that, when it comes to their finances, dentists have very specific needs. Here we address the three typical financial stages of a dental career and explain how a relationship with a Modera advisor can help to secure your financial wellbeing.

Planning for Retirement: A Checklist and Guide

As financial planners we are often asked, “Will I be OK in retirement?” Before we even look at a client’s assets and expenses to answer that question, we ask them one ourselves, “What do you want your retirement to look like?”

Financial Planning for Newly Married Couples

You and your new spouse have just celebrated what will be one of the most special days of your lives – your wedding. You return home together after the celebration and walk in the door to find a not-so-romantic surprise awaiting you – your first bill as a married couple. Now what?

Artificial Intelligence: A Double-Edged Sword for Older Americans and Their Finances

The silver generation, as they’re often called, faces a unique set of challenges in today’s fast-paced, ever-changing, tech-driven world. With the sudden proliferation of Artificial Intelligence (AI), the challenges have become even greater.

Considering an Electric Vehicle: Should You Buy or Lease?

Globally, electric car sales have been increasing.

Charlotte Magazine: Banking on Female Leadership

At ﬁnancial planning ﬁrm Modera Wealth Management, the best seats at the table are always available for women.

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Financial Planning

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