Making Your Retirement Savings Work for You
Which retirement account should you withdraw from first? Learn how IRA, Roth IRA, and brokerage account withdrawals affect taxes, retirement income, and your long-term financial plan.
Before You Trust an Advisor With Your Wealth, What Do You Need to Know?
Learn how to evaluate a wealth management advisor using the Four P’s: People, Philosophy, Process, and Performance. Discover key questions to assess an advisor’s experience, investment strategy, transparency, track record, and alignment with your financial goals and risk tolerance.
The Biggest Retirement Risk May Be a Wonderful Problem to Have
Retirement's greatest financial challenge may not be market volatility or inflation—it could be living longer than expected. Discover why successful retirement planning starts with your life goals, not your investments, and how a thoughtful plan can help you enjoy today with confidence.
The Most Important Retirement Decision Most People Underestimate
Social Security is more than a claiming decision—it's a retirement planning decision. Discover how coordinating Social Security with taxes, Medicare, investments, and estate planning can help you build a flexible, confident retirement strategy designed around your goals, not one-size-fits-all rules.
When the Plan Changes
Many people assume ages 55–65 will be smooth sailing into retirement, but unexpected job changes, health issues, or income disruptions are common. A resilient retirement plan prepares for these risks with flexibility, liquidity, and scenario planning—so you’re not forced into rushed or permanent decisions before you’re ready.
When Life Happens: The Real Retirement Risk No One Wants to Face
If you’re nearing retirement or already in it, this is a must-read on how to make sure your plan still holds up when life happens.
Many retirees soon must take year-end required withdrawals — and mistakes can be costly
Scott Van Den Berg was recently featured in CNBC!
November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?
November is National Family Caregivers Month—a time to honor the strength and dedication of family caregivers. Discover practical tips to manage caregiving’s financial challenges, from budgeting and income planning to navigating care options.
Maximizing Your Medicare: Understand Your Options and Benefits
Scott Van Den Berg of Century Management Financial Advisors and Medicare specialist Jamon White, founder of Four Oaks Medicare Planning, joined us for an exclusive webinar on navigating Medicare options.
Maximizing Mid-Career Wealth: Balancing Debt Payoff, Retirement Savings, and Market Valuations
Mid-career professionals face a key decision: pay down debt or fund retirement plans. Balancing these priorities is crucial for long-term financial goals.