Couples Retirement Planning: What You Need to Know
Are you on the same page as your significant other about financial planning? Dean Bar...
DIY Retirement Planning: What Can Be Overlooked?
Are you someone or do you know someone who takes a DIY (do-it-yourself) approach to r...
What to Know About CDs, Bonds, and Treasuries
Dean Barber and Bud Kasper share some insight about CDs, bonds, and treasuries on Ame...
Your First Year of Retirement: Here Are 4 Things You Can Expect
Have you thought about your retirement goals? So many people get caught up in trying ...
How Much Do People Actually Spend in Retirement?
Dean Barber and Bud Kasper review data from an Employee Benefit Research Institute su...
Why the 5 Years Before Retirement Are So Important
Dean Barber and Bud Kasper make their own lists of reasons why the five years before ...
The World’s Reserve Currency: What Challenges Does the U.S. Dollar Face?
Shane Barber assesses the U.S. dollar's grasp on being the world's reserve currency a...
Retiring with Debt: What’s OK?
Debt can be a complicated topic—both financially and emotionally. Should you pay it...
Mother’s Day Reflections
A few of the mothers on our Modern Wealth Management team share their Mother's Day re...
What Is Wealth? 4 Types of Wealth
Dean Barber and Bud Kasper are going to define the four types of wealth to thoroughly...
The Roth IRA Five-Year Rule
In true IRS fashion, there are five-year rules for Roth contributions AND Roth conver...
Time Is Your Scarcest Resource in Retirement
Dean Barber and Bud Kasper share some old and recent stories to help explain why time...