Social Security Cost of Living Adjustment (COLA) Throughout the Years
Michelle Anthony of Modern Wealth Management outlines the Social Security Cost of Living Adjustment and how it has evolved.
Dropped From Your Home Insurance? Here's What to Do Next
Number of 401(k) Millionaires Hits New High
This blog will discuss the increase in 401(k) millionaires and include some information about saving money in a 401(k).
What to Do When Your Retirement Goals Change
Michelle Anthony of Modern Wealth Management discusses how goals can change in retirement and provide tips on embracing this change and creating a retirement that works for you.
Can An AI Help Me Plan My Retirement?
Michelle Anthony from Modern Wealth Management discusses the applications and constraints of AI in financial planning, underscoring that human financial advisors remain significantly superior to AI.
Which Financial Documents Should You Back Up?
Michelle Anthony of Modern Wealth Management in Tucson, Arizona discusses what financial documents you should back up to ensure your financial safety.
Do You Have to File Taxes For A Loved One Who Has Passed Away?
Michelle Anthony of Modern Wealth Management in Tucson, Arizona, discusses filing a final tax return for a loved one who has passed away. It includes information that the person filing will need and discusses how to make the process easier.
August Is National "Make a Will" Month
Michelle Anthony of Modern Wealth Management in Tucson, Arizona explains what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
