Modus Advisors

05/29/2023

5/29 is 529 day, so we wanted to share with you some of the benefits of this college savings plan.

Whether you are a parent, grandparent, or future scholar yourself, this college savings plan could be a game changer.

💰 Tax-Advantaged Growth: One of the biggest perks of a 529 plan is the tax advantages it offers. Your contributions grow tax-free.
🎓 Flexibility for Higher Education: You have the freedom to use the funds for qualified education expenses at eligible institutions nationwide.
💡 No Income Limitations: Unlike some other saving options, a 529 plan doesn't impose income limitations. It means anyone, regardless of their income level, can take advantage of this powerful tool to save for education.
🎁 Gifting Made Easy: Looking for a meaningful gift that will have a lasting impact? A 529 plan could be the perfect choice! Friends, family, and loved ones can contribute to the plan, helping to build a brighter future for your loved ones.

Want to know more about how to to embark on a journey of educational empowerment? Reach out to us for details on how to get started.

05/14/2023

Happy Mother's Day to all the wonderful moms out there... and to those with a mother's heart! We know that this day can be full of joy for some, but also hard for others. No matter what your situation is, we hope you know that you are loved and appreciated!

🌸

05/13/2023

Have you considered retiring to another state? Whether you'd make the move for personal, weather, or financial reasons (or a combination of them), it's an exciting but daunting decision.

Modus Advisors can help you with the financial aspect of your choice. Reach out to us to find out more.

05/12/2023

Summer hours are here for Modus Advisors. Our offices will close at 3pm on Fridays.

We hope to see you having fun around !

04/09/2023

Happy Easter from all of us at Modus Advisors!!

04/07/2023

Along with the financial markets, Modus Advisors will be closed today, April 7th.

01/16/2023

Love > hate.

12/30/2022

Happy new year from all of us at Modus Advisors. We wish you the very best for 2023 and beyond!

12/30/2022

New Blog Post -
What the Secure Act 2.0 Means for You and Your Retirement

What the SECURE 2.0 Act Means for You and Your Retirement - The Senate passed the SECURE 2.0 Act on Thursday, December 12th.

12/23/2022

Merry Christmas from all of us at Modus Advisors!

Our offices will be closed on Monday, December 26th.

This year, as every year, it has been a joy to serve our clients. We look forward to 2023 as we help you reach your most important financial and personal goals.

11/23/2022

As we slide into the long holiday weekend, we want to take a moment to let each one of our clients and friends know how grateful we are you you. We love what we do, and we feel so blessed to be able to serve you!! All of us at Modus Advisors wish you the warmest, happiest Thanksgiving, and hope you are spending it in a way that is meaningful to you.

To allow us to spend time with our families, the Modus Advisors office will be closed from noon on Wednesday the 23rd through Friday the 25th.