As we step into 2024, reflecting on the past year’s financial decisions is crucial, especially in understanding how to optimize our strategies going forward. I'd like to guide you through maximizing post-year-end contributions that can still influence your 2023 tax liabilities and set the stage for a financially successful new year.
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.