How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Starting in 2026, families can open 530A accounts — also known as "Trump Accounts" — for eligible children under 18. Learn how they work, who qualifies, contribution limits, and how they may factor into long-term family savings.
Discover why starting early is often more powerful than saving more. This article uses a side-by-side comparison of two hypothetical savers to illustrate the remarkable impact of compound growth over time.
Thinking about buying a new home? Michelle Anthoy of Modern Wealth Management discusses what you need to think before you make the purchase.
Michelle Anthony of Modern Wealth Managment, discusses Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Michelle Anthony, of Modern Wealth Management, outlines the 2025 tax brackets and share some tax-saving strategies for investors.
Michelle Anthony, of Modern Wealth Management, provides practical tips for a debt-free vacation by setting a budget, saving in advance, and making cost-effective travel choices.
Michelle Anthony of Modern Wealth Managment highlights the importance of financial literacy for teens and young adults, covering key benefits like budgeting, saving, avoiding debt, and building financial independence.