I wanted to let you know about an exciting project I’ve been working on. As most of you know, Maggie Swanson of Modus is my daughter. Eight years ago she was in a bad accident while studying abroad in Spain. Her recovery has been remarkable, so much so that I’ve written a book about it! The book 25
The Meaning of Having it All
What is the meaning of having it all? This could mean something different to a young jet-setter than it does to a devoted mom. Modus Advisors' own Kari Haanstad says "The 'all' will change and morph as priorates and circumstances change." Kari just may have found the best of both worlds. Kari
A Minute with Modus – Top Tax Tips
A Minute With Modus - Top Tax Tips You've filed your taxes and are done for another year. Feels great, right? Well, now is the time to get thinking about next year's taxes and some strategies to employ right now as you look ahead to next year's tax filing. In this video, Maggie Swanson
Modus Advisors Welcomes Cathy Hayes
To our clients and friends, We are delighted to announce that Cathy Hayes has joined the Modus Advisors Team! Cathy brings years of client service work to her role as Administrative Assistant. She truly loves serving clients. Cathy is eager to start forming client relationships and to keep the
The Best Time to Draw Social Security
According to a recent article on Yahoo Finance, only 4% of retirees are claiming Social Security benefits at the most financially optimal time. Rather than waiting to take Social Security benefits at a time that would maximize the money that they receive from the government, these retirees are