A fee-only financial planning firm in St. Louis. Modern Dollar is a Fee Only Financial Planner in St. Visit our website at https://modern-dollar.com
Louis serving medical professionals, executives, and business owners. As a fiduciary financial advisor, we’re invested in helping you.
05/28/2024
Please join us this Thursday, May 30, 2024 from 5PM - 8PM for our 1st ever "Celebration of Art" open house event where we will be showcasing 6 of our clients' artistic talents -- see their bios below. We are located at 1807 Park Ave in Lafayette Square.
As we enter a New Year, let this be a reminder to allocate time to your Finances and to not be afraid to seek the advice of a CFP....
Mark Schweiss
As you are making your annual benefit elections, please make sure you elect the appropriate amount of supplemental group life insurance coverage as discussed in this educational video...
As you are making your annual employee benefit elections, please make sure you have adequate long-term disability coverage as discussed in this educational video...
Mark Schweiss
It's Enrollment time -- consider using a high deductible health plan such that you can save into the only triple tax-free account available to us -- a Health Savings Account!
It is Annual Benefits Enrollment Time!!
Please consider using a High Deductible Health Plan which allows you to save into a Health Savings Account!
Mark Schweiss
02/27/2023
Here is a condensed recap of the recently passed SECURE Act 2.0:
What you need to know about the secure act 2.0 — Modern Dollar The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act builds on the previously passed SECURE Act of 2019 and contains 92 new provisions promoting retirement savings, offering more retirement account flexibility and incentivizes businesses as it relates to offering retirement pla
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:45pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |