Oct 30, 2023
“How much do I need to retire?” is probably the most frequent questions that our CFP® Professionals are asked. However, “When can I retire?” or “When is it time to retire?” aren’t too far behind. If you work with an advisor who gives you an immediate answer to any of those questions, they’re really a...
Oct 26, 2023
Last week, Dean Barber and Bud Kasper, CFP®, AIF® took some time to review five important estate planning documents that everyone should have for National Estate Planning Awareness Week. Well, National Estate Planning Awareness Week is actually a part of National Financial Planning Month. While we aim to educate...
Oct 23, 2023
One of our executive advisors, Logan DeGraeve, CFP®, AIF®, always likes to say that every day is a Saturday in retirement. Dean Barber and Bud Kasper, CFP®, AIF® couldn’t agree more with Logan as long as you properly plan for retirement. Bud and Dean are going to review four retirement planning essentials that...
Oct 19, 2023
In 2008, the National Association of Estate Planners & Councils created National Estate Planning Awareness Week. It takes place the third week of October and its purpose is to educate Americans about the importance of estate planning. It’s our goal at Modern Wealth Management to help people keep estate planning top of...
Oct 16, 2023
Inflation is a word we’ve become all too familiar with over the past couple of years, but it’s far from the only economic buzzword that’s been trending. Have you heard about disinflation and deflation and understand what each term means? Obviously, they sound similar, so there’s no shame in confusing them....