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.
As time advances, the realities of retirement loom larger, underscoring the importance of sound financial planning. Retirement is a culmination of lifelong aspirations and dreams. To truly relish this period, meticulous planning, especially with a seasoned partner like Century Management, becomes indispensable.
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 the leader of Century Management, I have spent over three decades helping businesses, executives, and families navigate the intricacies of wealth. Among these challenges is the necessity of assessing cash balance for firms, particularly those with a small, concentrated team of 40 people or less. In this article, I want to share with you an alternative approach to planning for your future, which could provide substantial tax benefits and enhance your company's overall financial health: the Cash Balance Plan.