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.
Four of the Worst Celebrity Investments
Navigating investments can prove challenging, even for the affluent and well-known. Michelle Anthony, owner of Modern Wealth Management, sheds light on ill-fated celebrity investments.
Estate Planning: Living Trusts
Considering establishing a trust for your family? Michelle Anthony, owner of Modern Wealth Management, shares valuable insights on key considerations to keep in mind when creating Living Trusts.
Find That Lost 401(k)!
Do you have a long-lost retirement account left with a former employer? Michelle Anthony of Modern Wealth Management explains how identify lost retirement accounts and reclaim your money.
Investment Strategy: The Impact of Inflation
Michelle Anthony of Modern Wealth Management discusses inflation, and what it means for you investments.
