Last-Minute Tax Prep Tips
Modern Wealth Management discuses last-minute tax filing tips to help tax filers meet the upcoming deadline.
7 Ways to Spring Clean Your Finances
Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.
How to Cancel Subscriptions You Didn't Even Know You Had
Michelle Anthony of Modern Wealth Management discusses how to easily track, manage, and cancel hidden subscriptions to save money and take control of your finances.
Understanding Social Security Benefit Taxation
Michelle Anthony of Modern Wealth Management explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.
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.
Understanding Dividend Yields: A Guide for Investors
Michelle Anthony of Modern Wealth Management talks about dividend yields, including what they are, how they are calculated, and how to invest in dividends.
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.
