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.
At financial planning firm Modera Wealth Management, the best seats at the table are always available 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, where she stayed up late to organize files, pay bills, and try to make sense of the piles of documents that financial and insurance companies kept sending her. And, while my mother’s salary never matched my father’s, she believed it was important to work outside the home and always made sure she earned an income of her own.
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?
The Tax Cuts and Jobs Act (TCJA) of 2017, signed into law by then-President Trump in December 2017, was one of the most sweeping changes in federal tax law to date.
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.
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 from workplace to home and back again.
Sometimes the hardest questions when going through a divorce are those that you aren’t aware you should be asking. Thus, I wanted to summarize below the most common questions I answer and topics I prioritize with my clients as we work through their divorce.
This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisors. The time to get these professionals involved is before an event occurs – plan ahead. If you wait, chances are the lack of preparation may cost you and your heirs more money, time, and frustration.
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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