What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
The truth is a little more complicated with these personal finance idioms.
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Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
How many credit cards do you have?
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Spotting Credit Trouble
Do you know how long it may take for your investments to double in value?
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The Rule of 72
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
CENTURYFINANCIALLLC.COM
Investments
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
CENTURYFINANCIALLLC.COM
Mastering Mobile Lingo
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
CENTURYFINANCIALLLC.COM
Mutual Funds vs. ETFs
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
CENTURYFINANCIALLLC.COM
Estate Management Checklist
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
You’re the conductor of your 401k, IRA and taxable savings.
CENTURYFINANCIALLLC.COM
Orchestrating Your Retirement Accounts
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
CENTURYFINANCIALLLC.COM
Mastering Mobile Lingo
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
What did it take to become the richest man in Babylon?
CENTURYFINANCIALLLC.COM
The Richest Man in Babylon
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Childhood attitudes and habits can determine your child's health in his or her adult years.
CENTURYFINANCIALLLC.COM
Raising Healthy Children
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Tax time can be a good time to give your household budget a checkup.
CENTURYFINANCIALLLC.COM
Budget Check Up: Tax Time Is the Right Time
Do you know how missing the best and worst market days might affect your #portfolio?
CENTURYFINANCIALLLC.COM
It Was the Best of Times, It Was the Worst of Times
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
CENTURYFINANCIALLLC.COM
Monthly Market Insights | March 2021
What did it take to become the richest man in Babylon?
CENTURYFINANCIALLLC.COM
The Richest Man in Babylon
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Tax time can be a good time to give your household budget a checkup.
CENTURYFINANCIALLLC.COM
Budget Check Up: Tax Time Is the Right Time
Do you know how missing the best and worst market days might affect your #portfolio?
CENTURYFINANCIALLLC.COM
It Was the Best of Times, It Was the Worst of Times
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Check out this video on taxes. #IncomeTax
CENTURYFINANCIALLLC.COM
The Facts About Income Tax
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
