Modern Wealth Management

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Have you used a junk-drawer approach to manage your investments?

The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.

Committed to increasing your financial literacy? Don't be afraid to ask questions.

The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge.

Are you ready for school—again?

Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program.

It isn't whether you should have auto insurance - it's what kind you should have.

The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

www.accreditedinvestmentfiduciary.com

Do you really understand how your homeowners insurance works?

Understanding Homeowners Insurance Purchasing homeowners insurance is critical for protecting your home.

Do you know how long it may take for your investments to double in value?

The Rule of 72 Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

This message provides a look at how variable rates of return impact investors over time.

The Sequence of Returns A look at how variable rates of return impact investors over time.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

Impact Investing or Philanthropy This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Do you need umbrella insurance? Find out more.

Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

When was the last time you looked at the content of your portfolio? Steps to consider here.

Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

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Considering alternative investments? It’s critical to sort through the complexity.

Alternative Investments - Going Mainstream Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

The Business Cycle Understanding the economy's cycles can help put current business conditions in better perspective.

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life Insurance Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Agent Jane Bond wants you to know about how can be to generate .

Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bridging the Confidence Gap In the world of finance, the effects of the

Protecting you or your company from a civil claim may require an coverage you have never heard of.

Errors and Omissions Insurance E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

College, kids and costs.

Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

The Cost of Medical Care Learn about the risks of not having health insurance in this informative article.

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

What to Do When Your Retirement Goals Change Michelle Anthony of Modern Wealth Management discusses how goals can change in retirement and provide tips on embracing this change and creating a retirement that works for you.

Check out this informative video on bull and bear markets to better understand how the stock market works!

Bull and Bear Go To Market Learn about the difference between bulls and bears—markets, that is!

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Do you know how missing the best and worst market days might affect your ?

It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio.

What do you need to know when the market experiences volatility?

Pullbacks, Corrections, and Bear Markets When the market experiences volatility, it may be a good time to review these common terms.

Three steps may make a difference if you find yourself suddenly single.

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