Skip to Content

Helen Modly

Helen Modly, CFP, CPWA, is a wealth advisor with Buckingham Strategic Wealth, a fee-only Registered Investment Advisor. The opinions in this article are the author’s own and may not reflect the opinions of Buckingham Strategic Wealth or Morningstar.com. The author may be reached at nova@bamadvisor.com.

More From Helen Modly

The Opportunity Zone program is designed to raise the economic vitality of thousands of struggling communities while providing a tax-break for capital gains.

When retirees take distributions from their tax-deferred IRA accounts and a deduction for charitable donations, they’re missing a simple tax-saving opportunity.

Many health savings accounts have grown quite large and merit careful consideration in divorce or inheritance planning.

Many health savings accounts have grown quite large and merit careful consideration in divorce or inheritance planning.

Sponsor Center