While it is a good conversation to have at any point in your career, from a mid-career perspective, typically defined as being in your 30s to 50s, the decision between paying down credit card debt and outstanding loans versus funding your 401(k) or other retirement plans becomes even more critical as you're likely to have more financial responsibilities and goals.
Before ringing in the new year, take advantage of the opportunities still possible in 2023! Discover ways to make meaningful financial strides, regardless of whether you're embarking on your financial journey, in the peak earning stages, or enjoying retirement.
We are in an era where the changing dynamics of modern life have resulted in a unique phenomenon: the rise of the sandwich generation. These are individuals—often in the prime of their careers and lives—who are nestled between raising their children and caring for their aging parents. Today, as a seasoned wealth manager, my journey and experiences have shown me parallels between managing wealth and navigating the complexities of the sandwich generation.
Explaining compound interest to your kids or grandkids is a great way to introduce them to the concept of saving and investing. Here are some thoughts on how you can explain it in a simple and understandable way.
Working with a Certified Financial Planner® (CFP®) can offer numerous benefits, especially when it comes to managing your personal finances and planning for the future. Here are some of the key advantages of working with a CFP® professional.
As a proud steward of financial guidance at Century Management, I have dedicated my career to helping individuals and businesses navigate the challenging waters of wealth management. Today, I want to take you on a journey that is somewhat unique - one that takes the concept of freedom and examines it from two vastly different yet intimately connected perspectives: the independence embodied by July 4th, or Independence Day, and the autonomy achieved through financial independence.