Modus Advisors

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.

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!

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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.

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

We hope to see you having fun around !

Happy Easter from all of us at Modus Advisors!!

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

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

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.