2025 Important Numbers
Here is some key financial data for 2025. You can find tax bracket information, retirement contribution limits, and so much more.
2024 Year-End Tax Planning Strategies
As we approach the close of 2024, it's an ideal time to revisit tax-saving opportunities that can help you make the most of your financial plan. With some proactive steps, you may be able to reduce your tax burden and position yourself for a stronger financial future. Read more for key strategies based on IRS guidelines and best practices in wealth management.
November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?
November is National Family Caregivers Month—a time to recognize the dedication and resilience of caregivers everywhere. Many caregivers, often family members, find themselves balancing their own careers, health, and finances while supporting a loved one. Our latest article offers practical insights on how to manage these unique financial challenges, from income planning to navigating complex care options.
Maximizing Control and Family Harmony: The Critical Role of Trustee Selection and Trust Domicile
Join us for an exclusive webinar hosted by Scott Van Den Berg, President of Century Management Financial Advisors, with special guest Christopher Holtby, Co-Founder of Wealth Trust Advisors Trust Company. Christopher is a trust expert.
Estate Planning Essentials: Protecting Your Family and Future with Expert Guidance
Join us for an exclusive webinar hosted by Scott Van Den Berg, President of Century Management Financial Advisors, with special guest Mathew Jacob, founder of Jacob Law Firm. Mathew is an estate planning expert.