https://www.modernmoneymanagement.com/inthepress daily 0.75 2023-04-25 https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1625091073550-J8YBSOYJZ8WRYVVSW2OS/Nate_Nieri_CNBC In the Press - Make it stand out Nate Nieri quoted on CNBC Make It “5 smart ways to use your upcoming child tax credit payments to get ahead” https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1625091903733-MS37XIO9S4JD4716LOXV/Nate_Nieri_TIME In the Press - Make it stand out Nate Nieri quoted on NextAdvisor in Partnership with TIME “Curious About Crypto? What 10 Financial Advisors Are Telling Clients About Investing in It” https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1625092470920-K96JA32RTHBILEYEINV8/Nate_Nieri_BankRate In the Press - Make it stand out Nate Nieri quoted on Bankrate “How to take an Earth Day approach with your finances” https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1625091143678-QX2P2GQHQN0AUYZSOHXY/Nate_Nieri_Fox_Business In the Press - Make it stand out Nate Nieri quoted on Fox Business “Tips on saving $100 or more each month for an emergency fund” https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1625091987166-QUQCK52II1H0CUGV8V7P/Nate_NIeri_CNBC.png In the Press - Make it stand out Nate Nieri quoted on CNBC Make It “You may have to repay some of the advance child tax credit next year. Here’s what to know” https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1625092717099-99PS3114K8P9RRFLODN9/Nate_Nieri_financial_planning In the Press - Make it stand out Nate Nieri quoted on Financial Planning “Opportunities, Hurdles for RIA with International Focus” https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1625091230117-T6YZI14EC9NYAFLTEVFB/Nate_Nieri_Kiplinger In the Press - Make it stand out Nate Nieri quoted on Kiplinger “How Automatic Enrollment in 401(k)s Could Reshape Saving for Retirement” https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1625092101013-DN26DED5ZVYYWBXVC78I/Nate_Nieri_US_News In the Press - Make it stand out Nate Nieri quoted on U.S. News “How Long is a Check Good For?” https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1625093117598-W9A7KKNUT80DMZHFZ0BC/Nate_Nieri_Intuit_Mint In the Press - Make it stand out Nate Nieri quoted on Intuit Mint Life “The Best Financial Advise I Got From Mom” https://www.modernmoneymanagement.com/inthepress/maximize401k monthly 0.5 2023-04-25 https://www.modernmoneymanagement.com/inthepress/top-10-tips-for-negotiating-your-salary monthly 0.5 2021-12-14 https://www.modernmoneymanagement.com/inthepress/the-third-stimulus-package-brings-big-windfall-for-families monthly 0.5 2021-03-16 https://www.modernmoneymanagement.com/inthepress/whats-in-the-19-trillion-american-rescue-plan monthly 0.5 2021-03-17 https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1615996959468-ZH4DKC17FOH3NNJPYFVQ/American-Rescue-Plan-Act-of-2021-1.9-Trillion-Covid-Relief-Bill-Expanded-Child-Tax-Credit-Unemployment-Insurance-state-and-local-aid-economic-impact-payments-education-funding-pensions.png In the Press - What’s in the $1.9 Trillion American Rescue Plan? https://www.modernmoneymanagement.com/inthepress/what-goes-into-creating-a-financial-plan monthly 0.5 2021-03-16 https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1615851429206-VIJ3RF5CF3TGTHB6NG2T/Financial+Planning+Process.png In the Press - What goes into creating a financial plan https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1615851626969-1GCI7O9AFMC4UVPEI5FP/2-Year+Sample+Review+Calendar+for+Modern+Money+Management.png In the Press - What goes into creating a financial plan https://www.modernmoneymanagement.com/inthepress/what-is-a-fee-only-financial-planner-and-why-should-i-care monthly 0.5 2021-03-16 https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1615845511554-4WSOGUZ0HFEU7EKA4ERX/Cost+of+a+fee+only+financial+planner.jpg In the Press - What is a fee-only financial planner, and why should I care? https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1615845546265-KUKNNNXD2NJCK45ZVSH7/average+cost+of+a+financial+advisor.png In the Press - What is a fee-only financial planner, and why should I care? https://www.modernmoneymanagement.com/home daily 1.0 2025-02-04 https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1593442047382-Q4DF6EPDKJ049CEAYU94/cfp-logo-plaque-black-outline.jpg Home https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1609780659680-92P36YQK4SQX4ZH6SS89/napfa-logo.png Home https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1593443220330-WELUPA6YB35K9EZZFRUP/XYPN-Logo.png Home https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1593443615487-U8ZK3DFRMYNHWJVT4VR6/FPA-logo.png Home https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1593109490894-UPZNIHK3D98RQX7BGJNZ/image-asset.jpeg Home - We’re a Fiduciary Put simply, we act in your best interest. Everything we do, from the advice we give to the services we provide is with your best interest in mind. We act as a fiduciary because we are committed to helping you build a better life, where you can save more for the future and can make the most of your money. https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1593109630094-96JHT4EMYK3TNXXFYMGD/image-asset.jpeg Home - Modern Tools Technology exists to make our lives better. That’s why we embrace it. You’ll have access to the latest and greatest financial tools along with your own personal portal to monitor your progress along the way in real time. https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/baf59cfc-c7c1-4618-ac8d-ca5c5a7487a0/Nieri_Nate_Modern_Money_Management_Circle.png Home https://www.modernmoneymanagement.com/contact daily 0.75 2022-03-01 https://www.modernmoneymanagement.com/about-me daily 0.75 2022-06-24 https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/d4a2b935-9c07-46c5-aa8d-4f16b6d8e5ec/Nieri_Nate_Modern_Money_Management_CFP.jpg About Me - Nate Nieri, CFP ® Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://www.modernmoneymanagement.com/pricing daily 0.75 2025-02-04 https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/97985a54-6894-4528-968e-b9872519f05d/Screenshot+2024-12-13+at+2.02.04%E2%80%AFPM.png https://www.modernmoneymanagement.com/investments daily 0.75 2023-07-20 https://www.modernmoneymanagement.com/financial-planning daily 0.75 2021-08-24 https://www.modernmoneymanagement.com/client-log-in daily 0.75 2022-03-01 https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1606244639290-B2GX6TCRY33BFX4Y67XQ/positive.f3ddc824.jpg Log in https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1606246324167-UL64B658UEUGC3DFLXEV/Betterment+Login Log in Your Accounts at Betterment https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/067cfe56-60d2-40cb-9271-55d5ee2e0699/calendly.png Log in - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1606246423587-LHLGO586NSN55NZ3VQC3/Charles+Schwab+Login Log in Your Accounts at Schwab https://www.modernmoneymanagement.com/taxes daily 0.75 2021-05-25 https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1594097202426-JT6G96IGD0JSKHWUESXC/image-asset.jpeg Taxes - Optimized Savings Strategy Are you saving in the right place? Saving in the right accounts can be just as important as how much you save. We know there are a lot of choices: 401(k), Roth 401(k), 403(b), 457, IRA, Roth IRA, Personal Investment Account, CDs, and Stock Options just to name a few. We’ll create a custom savings strategy to optimize your after-tax return. https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1594097896397-4PS6XX2M6PRVASGH2FAB/image-asset.jpeg Taxes - Efficient Spending Strategy You have spent your working life diligently saving and now it is time to retire. How do you get your money out? How much should you take? What is the tax impact? These are complex decisions. We’ll help you design and manage a custom distribution plan, so you keep more of your hard-earned dollars. https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1594097812627-7AVJNDFJ6E469IDGKEKF/image-asset.jpeg Taxes - Roth Conversions Lessen your lifetime tax burden by utilizing Roth conversions in years with low taxable income. Proper use of Roth conversions is a proactive tax strategy to reducing total lifetime taxes, lower RMDs, increase tax-free retirement income, and maximize your legacy. https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1594098010696-4Q5DYLQMB4EY5HO7YLUY/image-asset.jpeg Taxes - Tax-Loss Harvesting Taxes are a key consideration in building your investment portfolio. In addition to using tax-efficient funds, we aim to lower your capital gains by strategically offsetting your gains with losses during the year. The real magic is that we improve your after-tax return without the risk of selling at the wrong time. https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1594098264705-3IPKK826SIM8YWXTFC0E/image-asset.jpeg Taxes - Charitable Giving Not only does giving to charity feel good and help others, it can be great for your taxes too. While the real gift is in what you give to others, we will check to see if your generosity can be reciprocated by Uncle Sam. https://images.squarespace-cdn.com/content/v1/5ef25d55f85edd6a9b14e845/1594097038021-SP7NDB5ATXTNQUERB6NJ/image-asset.jpeg Taxes - We Work with Your CPA We partner with your CPA or tax preparer to form your personal financial team. By coordinating our approach and strategy, we keep more money in your pocket. https://www.modernmoneymanagement.com/free-guide daily 0.75 2021-03-10 https://www.modernmoneymanagement.com/store daily 0.75 2023-04-25