Category: Finance

Tax Strategies to Consider Before Year-End

This may be the most important time of year when it comes to managing your tax liability. Most financial decisions designed to reduce your tax bill next April have to...

The Gift of Knowledge: Financial Plans

When most people think about giving gifts at this time of year, they imagine packages wrapped up tightly with paper, sealed with tape, and maybe even hidden up on some...

Age 50 or Older? Catch-Up Contributions Are For You

Are you in your 50s or 60s and thinking more about retirement? If so, and you’re still not completely comfortable with the size of your nest egg, don’t forget about...

Planning Ahead Can Make Life Easier and Less Taxing

At Modera Wealth Management, LLC our wealth management services are designed to assess a client’s overall financial situation, not just his or her investment...

Donating Appreciated Stock Offers Tax Advantages

When many people think about charitable giving, they picture writing a check or dropping off a cardboard box of nonperishable food items at a designated location. But...

DOES THIS SOUND LIKE SOMEONE YOU KNOW?

Ocala, FL —AARP Foundation Tax-Aide, the nation’s largest free, volunteer-run tax preparation and assistance service, is seeking volunteers across the state to help...

The City of Inverness welcomes Modera Wealth Management, LLC

The City of Inverness is pleased to welcome Modera Wealth Management, LLC to the neighborhood with a traditional ribbon cutting ceremony.  Modera is a fee-only,...

Insight Credit Union renews partnership with City of Inverness Event and Visitors Bureau

ORLANDO, FL (September 15, 2016) – Insight Credit Union announced that it has renewed its partnership with the City of Inverness Event and Visitors Bureau for the...

Planning to Prepare for Our Clients’ Needs

By Kevin P. Sweeney, JD, CFP®, Principal, Wealth Manager and Chief Compliance Officer Our nation’s population is aging, and about 15% of Americans are age 65 or...

Have A Pension? Be Sure To Plan Carefully

The traditional pension may seem like a thing of the past. But many workers are still counting on payouts from one of these “defined benefit” plans in retirement. If...