Specialties

Filter by Category

Filter by Category

Business Owners
Divorce
Executives
Families
LGBTQ+
Physicians and Dentists
- Anesthesiologists
Special Needs
Surviving Spouses
Women

Special Needs Trusts for Gifting and Inheritance

If you have a minor child or dependent loved one with special needs, chronic illness, or any disability, special needs financial planning concerns are likely top of mind.

Financial Advisor Magazine: Gordon Bernhardt—The Power Of Going Deep In A Niche Market

Making inroads with a niche market can be challenging.

Year-End Tax Reduction Strategies for Business Owners

Here, we highlight a few strategies we recommend to our business owner clients. While these strategies may not be new, we believe it’s always beneficial to revisit them.

Holiday Conversations: Talking to Your Loved Ones About Finances

During the holiday season, you may have some long-anticipated plans to spend quality time with your loved ones.

Invest in Your Loved One’s with a 529 Plan Webinar

Dina Megretskaia and Victoria Tejeda explore how these tax-advantaged accounts can help you save and invest for a child’s future educational needs. Much like your 401(k) plan at work, 529 plans offer a set list of investments and the assets inside can grow tax free.

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.

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.

Charlotte Magazine: Banking on Female Leadership

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

Building a Financial Safety Net: Four Key Steps for Women

Growing up, I was fortunate to have had a financial role model in my mom. From the time I was very young, she taught me how important it is for a woman to take control of her finances. In the evenings, when we headed to bed, I remember watching my mother retreat to the den,...

Concierge Medicine: Is It Right For You?

Have you had the experience of showing up early or on time to an appointment with your primary care physician and then having to wait for over an hour to be seen by your doctor?

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.

Specialties

Subscribe Now

Subscribe Now

Speak with an Advisor