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Tax Season’s Over, Now What?
What you can do now to avoid tax planning mistakes in the future. Let’s face it: There is nothing fun about income taxes. They can be even more unpleasant when you have to cut a fat check to Uncle Sam in April because of a life or work event or...
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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.
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Planning for Retirement: A Checklist and Guide
As financial planners we are often asked, “Will I be OK in retirement?” Before we even look at a client’s assets and expenses to answer that question, we ask them one ourselves, “What do you want your retirement to look like?”
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Financial Planning for Newly Married Couples
You and your new spouse have just celebrated what will be one of the most special days of your lives – your wedding. You return home together after the celebration and walk in the door to find a not-so-romantic surprise awaiting you – your first bill as a married couple....
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