OUR LATEST INSIGHTS

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.

Recent headlines about Bruce Willis’ progressing dementia highlight how anyone can suffer from cognitive decline. According to Columbia University, 10% of Americans ages 65 and older have dementia and another 22% have mild cognitive impairment. Here are some signs that could indicate your loved ones need your involvement in managing their finances.

Are you concerned about caregiving for yourself or a loved one? Here are some tips to help you plan and prepare.