Modern Wealth Management reposted this
Our teams across the country are geared up and ready for football season! We're all about team spirit and a little competition. Who's ready for another great season? #gameday #footballseason #nfl #team
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.
External link for Modern Wealth Management
13550 W 95th St
Lenexa, KS 66215, US
Modern Wealth Management reposted this
Our teams across the country are geared up and ready for football season! We're all about team spirit and a little competition. Who's ready for another great season? #gameday #footballseason #nfl #team
Our teams across the country are geared up and ready for football season! We're all about team spirit and a little competition. Who's ready for another great season? #gameday #footballseason #nfl #team
Have you heard about the Great Wealth Transfer? According to a study by Cerulli Associates, $72.6 trillion is projected to transfer to heirs between 2022-2046. Whether you're on the giving end or receiving end, we cover some key things to know. ⤵ https://lnkd.in/gdFyyj9s https://lnkd.in/g97uPtFF transfers-through-2045 #wealthtransfer #wealthmanagement #financialplanning
Will the Federal Open Market Committee start cutting interest rates at their September 18 meeting? Fed Chairman Jerome Powell said the time for that has come during his keynote speech at the central bank’s annual retreat in Jackson Hole, Wyoming. Our Director of Investments Stephen T., explains what a potential rate cut could mean for the markets during our August Monthly Economic Update. #Interestrates #RateCut #FederalReserve #MarketPerformance
What Is IRMAA? IRMAA stands for Income-Related Monthly Adjustment Amount, which is an additional surcharge on Medicare premiums. Nobody wants to pay any more than they need to for Medicare, so let’s review the nuances of IRMAA. https://lnkd.in/dQ6sCGpw #Medicare #IRMAA #WealthManagement
Have you prepared your successors? On a previous episode of The Guided Retirement Show, Matt Kasper, CFP®, AIF® and Dean Barber covered some key items for successor trustees, and the importance of having a solid estate plan. https://lnkd.in/dFSP8gQn #financialplanning #wealthmanagement #successors
Are you taking advantage of catch-up contributions for your workplace retirement plan? On today's show, Dean Barber and Matt Kasper, CFP®, AIF® review the 401(k) and IRA contribution limits and the impact that catch-up contributions can make once you're eligible to make them at age 50. ↓↓ YouTube: https://lnkd.in/gAdGJAB3 Spotify: spoti.fi/3MvyE2B Apple Podcasts: apple.co/3XhV7F8 #RetirementSavings #CatchUpContributions #RetirementPlanning
In the next episode of The Modern Wealth Management Educational Series, Neal Falkenberry, CFA discusses how bonds fit into a financial plan today. Subscribe to our channel so you don't miss it: https://lnkd.in/ges7fqkY #financialplanning #investing #bonds
After returning from an around-the-world cruise, Bruce Godke is reflecting on what he learned about himself, the various countries he visited, and the people he encountered along the way. As a self-proclaimed workaholic, not being in the Modern Wealth office for six months was a big change for Bruce. He shared several takeaways from his trip and preparing for life after your career with Dean Barber and Bud Kasper, CFP®, AIF® Kasper, CFP®, AIF® on today’s show. ↓↓ YouTube: https://lnkd.in/gfhHbYUB Spotify: https://lnkd.in/gVJ5Zuqq Apple Podcasts: https://lnkd.in/gV6hA8mj #LifeExperiences #LifeAfterYourCareer #Traveling
Happy Labor Day! Today we honor the hard work, dedication, and contributions of all workers who keep our communities thriving. Whether you're relaxing or spending time with loved ones, we hope your day is filled with joy and gratitude. #LaborDay #Gratitude #HardWork