Modern Financial

Modern Financial We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Our commitment is to utilize all of our resources to help you pursue your goals.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/03/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

A few strategies that may help you maximize your Social Security income.
06/01/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Thinking about a prepaid debit card? Consider the pros and cons.
05/29/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
05/27/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
05/25/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/22/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
05/20/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
05/18/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
05/15/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
05/13/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

Address

6208 Lehman Drive Suite 230
Colorado Springs, CO
80918

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17195720071

Website

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