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.
What is a 1031 Exchange?
Michelle Anthony of Modern Wealth Management explains what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.
What Is Systemic Risk?
Michelle Anthony of Modern Wealth Management explains what systemic risk is and how it can impact how you approach your financial planning.
Retirement Strategy: When and How to Update Your Retirement Plan
Setting up a retirement strategy is one thing, but when and how do you adjust it? Michelle Anthony of Modern Wealth Managment explains when it's time to revisit your plan.
Social Security and Your Spouse
Did you know that you can claim a spousal benefit for social security? Michelle Anthony of Modern Wealth Managment details a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Estate Planning: Tax Planning
Michelle Anthony of Modern Wealth Managment explains how tax planning is a year-round strategy.
