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Greg Plechner

Greg Plechner is a CFP and a principal at Modera Wealth Management LLC, based in Westwood, N.J., and Boston and a member of NAPFA, the National Association of Personal Financial Advisors.

Greg Plechner
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Article

Retirement Plans for Small Businesses

By Greg Plechner

Big changes in retirement plans are racing ahead in Congress, but first we have to understand what's in place now.

07:15AM 10/04/11

Article

Tapping Into 401(k) Early Gets Warning Flag

By Greg Plechner

There may be some rough waters ahead, but using your 401(k) as a life vest isn't always best.

10:00AM 08/06/11

Article

Make Sure Beneficiaries Benefit How You Want

By Greg Plechner

Failing to review beneficiary designations could result in significant unintended consequences.

07:15AM 07/07/11

Article

In Your 50s? Find Your Way to Best Benefits

By Greg Plechner

Even without a GPS, you can find your way to a good answer to pension benefits.

07:15AM 06/27/11

Article

In Your 50s? Retirement Saving Is a Marathon

By Greg Plechner

Saving for retirement is a marathon, not a sprint, but many investors "hit the wall" in their 50s

07:15AM 06/21/11

Article

In Your 50s? Take Advantage of Low Interest

By Greg Plechner

News that the Fed could initiate another round of interest rates cuts merits some attention.

07:15AM 06/14/11

Article

In Your 50s? Oprah's Homes Teach a Lesson

By Greg Plechner

Oprah will be fine in any of her houses. The rest of us must consider the tax laws where we retire.

07:15AM 06/02/11

Article

In Your 40s? Hindsight is 20/20

By Greg Plechner

Take time to make good choices now and save yourself a lifetime of regrets.

07:15AM 05/25/11

Article

In Your 40s? Avoid Midlife Crisis Investing

By Greg Plechner

Don't be seduced too easily into buying ETFs, ETNs or other exotic investment products.

01:55PM 05/14/11

Article

In Your 40s? Take Advantage of Obamanomics

By Greg Plechner

It's important to keep your financials in sync with Washington's ever-changing political landscape.

12:34PM 05/06/11

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