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How to Estimate Quarterly Taxes: Who Pays and When

When “Ross”, age 62, retired from his full-time job in August, he continued to work as a freelance consultant. During all the years he was employed, Ross typically received a bi-weekly paycheck, from which taxes, insurance premiums, and 401(k) contributions were automatically deducted.

How Much Did Things Cost in The 1930s? A Look Back at Inflation

It’s not unusual to get nostalgic, looking back at images or other relics of bygone days.

Preparing for the Turbulence

We have all been on flights where the pilot informs us that turbulence is ahead.

Belling the Cat

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.

Spring Cleaning Household Records

During tax season and the inevitable search for financial records, some of us were frantically searching for that one piece of paper we just couldn’t find, and others had everything organized and ready to go.

Types of Investment Trades

When you see trading activity in your account, it generally falls into three main types of investment trades: raising or investing cash, rebalancing, and block trading.

Per Stirpes vs. Per Capita: Naming IRA Beneficiaries

A beneficiary designation states to whom your assets will pass after your death. These types of designations are assigned to specific assets. For example, your employer’s 401k plan will have a beneficiary designation, which is separate from your personal IRA.

Modera Wealth Management Acquires Parsec Financial

Transaction joins like-minded teams to strengthen Modera’s leadership position in the fee-only fiduciary space.

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