Modern Wealth Management

09/03/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

09/03/2026

Taking time off to care for loved ones is a beautiful thing—but it shouldn't cost you your financial future.

Because women are more likely to step into caregiving roles, they often face a unique "retirement gap" due to time away from the workforce. The stats can feel intimidating, but taking back control of your wealth is easier than you think!

Here is how to start:

🗣️ Make money a dinner-table topic. Talk openly with your partner so you are building toward the exact same vision.
🗺️ Build your roadmap. You can't plan a trip without knowing your starting point. Check exactly where your accounts stand today.
💰 Pay your future self first. Build your budget so that retirement savings is a non-negotiable monthly bill.

09/03/2026

Stop relying solely on withdrawal rates for retirement. Instead, focus on an income strategy. Know your essential monthly costs, guaranteed income from sources like Social Security and pensions, and the gap your investments need to fill. This gap is key to planning.

09/02/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

09/01/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

09/01/2026

At Modern Wealth Management, we listen. Our complimentary 'Retirement Revamp' consultation is a strategy session to uncover opportunities, identify gaps, and build your personalized roadmap. It's about you, your goals, and your future.

08/31/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

08/31/2026

Retirement isn't solely about investments. It's about a comprehensive plan: dependable income, tax reduction, healthcare, and adaptability. The goal is confidence to enjoy the life you've earned.

08/30/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.