Michael Gibney stresses the importance of choosing an advisor who builds their clients a solid plan.
Keep in mind that before you put a money for future use, two things should be true, according to certified financial planner Judson Meinhart at Modera Wealth Management. “You should have an adequate reserve of anywhere between 3 to 12 months of expenses, and you have no credit card or other high interest debt like a personal loan,” says Meinhart. Read more.
What a financial adviser does will vary both individually and from firm to firm. “Some advisers are restricted to only providing investment advice, while others will cover anything with a dollar sign. It’s best to ask what type of advice the adviser will give before beginning a relationship with them,” says certified financial planner Judson Meinhart at Modera Wealth Management. Read more.
Samer Eshmawy talks about Modera’s internal and external DEI initiatives and reflects on the importance of creating and prioritizing a culture of diversity in the April 2023 issue of Napfa Advisor.
How can families who care for an ill child prepare themselves for the considerable costs during the diagnostic, treatment, and follow-up care phases of the disease?
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