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.
The World Is Embracing Virtual Spending: Which Payment App Is Right For You?
Boost efficiency and purchase safely with these 7 popular payments app.
MEPs? PEPs? A Business Owner's Guide to Understanding the Difference
PEPs and MEPs both offer retirement options to smaller businesses, but what are the differences between them? Here's your guide to understanding the benefits and restrictions, so you can decide which plan works best for your business.
5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life
If your financial standings were impacted by the pandemic, here are 5 ways a financial advisor can help get things back on track.
