Jun 11, 2026
Get your Modern Confidence Score here: yourconfidencescore.com
Meet with us: https://bit.ly/4vG69U7
Education center: https://bit.ly/4ewgoEV
Sources:
Insights provided by Chris Rett, CFP®, AIF® and Dean Barber
Managing Director of Modern Wealth Management, LLC.
•
Jun 4, 2026
Morningstar lowered the safe withdrawal rate to 3.9%. Learn how the utilization of a static rate may not actually be optimal.
Get your Modern Confidence Score here: yourconfidencescore.com
Meet with us: https://bit.ly/4o42NHY
Education center: https://bit.ly/4uy9KmB
Retirement Plan Checklist: Retirement Checklist
What...
May 28, 2026
Recent data from Northwestern Mutual indicates that many Americans believe they need $1.46M to retire comfortably, but actual savings vary widely based on individual circumstances.
Get your Modern Confidence Score here: yourconfidencescore.com
Meet with us: https://bit.ly/4nWxgYC
May 21, 2026
Get your Modern Confidence Score: https://www.modwm.com/modern-confidence-score/
Visit the Modern Wealth Management Education Center for more informative retirement content. https://bit.ly/4tugotf
To explore our financial services, schedule a meeting with the
Modern Wealth Management Team:
May 14, 2026
The Retirement Plan Checklist can be found here: https://bit.ly/49zBeQR
Get your Modern Confidence Score: https://www.modwm.com/modern-confidence-score/
Visit the Modern Wealth Management Education Center for more
informative retirement content. https://bit.ly/4tF6ftU
To explore our financial services, schedule a...