Facebook Linkedin-in Youtube
FInd An Advisor

Specialties

Filter by Category
Shouldering the Burden of Financial Responsibility
“Atlas through hard constraint upholds the wide heaven with unwearying head and arms.” – Hesiod  
Read more
Should You Begin Transferring Your Wealth?
There’s an often-quoted maxim regarding inherited wealth: “The first generation makes it; the second generation builds it; the third generation blows it.” Indeed, uncertainties around the next generation’s ability to exercise wise stewardship of family wealth have led to the drafting of many a trust document, many clauses in wills, and much misgiving in those...
Read more
Holiday Conversations
During this holiday season, you may have some anticipated plans to spend quality time with your loved ones. The last thing that may be on your mind is discussing finances and your future care needs with your family over dinner. But the togetherness that the holidays bring could be a good opportunity to introduce them...
Read more
Risk Management Strategies for Ophthalmologists
Whether you are just starting out in ophthalmology or own your own practice, it is never too early (or late) to consider your risk management plan.
Read more
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:
Read more
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.
Read more
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.
Read more
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.
Read more
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...
Read more
Trust and Estate Planning Strategies for LGBTQ Couples
Marriage equality helped to level the playing field for same-sex marriages. Even with this huge leap forward, there remains many legal inconsistencies from state to state for those who are lesbian, gay, bisexual, transgender, or queer (LGBTQ).
Read more

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.

Find An Advisor
Facebook Linkedin-in Youtube

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.

Speak with an Advisor

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.