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Financial Advice for Dentists at Every Career Stage
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.
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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,...
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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?
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Small Business Owners: Is Your Next Great Employee Living under Your Roof?
As recently as 50 years ago on family farms and ranches across America, it was common to see two or even three generations actively involved in running the enterprise.
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Getting Ready for Maternity and Paternity Leave
For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition...
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Financial Planning for a Loved One with Special Needs
As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.
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How to Talk to Your Children About Your Estate
Talking with your children about disability and/or death can be a difficult task for most people. Parents spend the better part of their financial lives working, saving and planning only to end up avoiding proper communication and planning with their children on the topic of death. Parents often do not discuss their estate plans with...
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Five Essential Financial Tips for New Widows and Widowers
We understand that losing a spouse is likely the most devastating emotional obstacle that one can experience.  Financial matters are likely the last thing on your mind.  However, when you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to...
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Three Small-Business Transfer Strategies
As a wealth management firm, we have long preached the benefits of owning shares of public companies as an investment vehicle to build long-term wealth. We are clearly not alone in this endeavor. There are many news agencies and television programs that spend countless hours debating if and when investors should buy and/or sell certain...
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Financial To-Dos in the Aftermath Of Losing A Loved One
Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. Financial planning and investment management needs vary dramatically depending on what stage of life the surviving spouse is in. Over the years, we have worked with many clients who have...
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