Morada Wealth Partners serves women, in every curve of life, and the men who support them. Every woman is individual and independent, regardless of her relationship status or financial position. We believe women demand a different approach to financial well-being, value the highest commitment to service and ongoing communication, and appreciate the attention to detail we consistently deliver.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There are things about Social Security that might surprise you.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Key questions to answer when you are considering retirement.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
It's important to make sure your retirement strategy anticipates health-care expenses.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
Around the country, attitudes about retirement are shifting.
Here’s a quick guide to checking to see if you have unclaimed money.
Check out this video to begin separating fact from fiction.
Here are five facts about Social Security that might surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.