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What is the Best Use of a Raise, Bonus, Gift, or Inheritance

By: Scott Van Den Berg, CFP®, ChFC®, CEPA®, AIF®, CRPS®, CMFC®,  AWMA®

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Here are some suggestions to help you on your path to financial freedom:

  • Update financial plan
  • Build up emergency reserves
  • Pay down debt (credit cards, student loans, mortgage, etc.)
  • Evaluate asset protection needs
  • Fund your IRA or Roth IRA
  • Increase contributions in your employer qualified retirement account
  • Invest in your children or grandchildren's education through a 529
  • Save for long-term goals
  • Gift to charity
  • Help a friend

Every family and financial situation is unique. It's important to have financial peace of mind while still enjoying life. Contact me to see what combination of options work best to ensure your wealth plan aligns with your financial and asset protection goals.

Disclosures: Century Management ("CM") is an independently registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Century Management is also registered as a Portfolio Manager in the Province of Ontario. This content is developed from sources believed to be providing accurate information. This information is not intended to be tax advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. A full description of our Firm’s business practices, including our Firm’s investment management services, wealth plans and advisory fees, are supplied in our Form ADV Part 2A and/or Form CRS which is available on our website, www.centman.com, or by calling 512-329-0050.