Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an adviser you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At 21st Century Financial, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Beware of these traps that could upend your retirement.
Five phases to changing unhealthy behaviors.
There’s a link between debt and stress.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What kind of auto insurance should you have? Do you know?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are a few things to consider when buying or leasing your next vehicle.
Pundits say a lot of things about the markets. Let's see if you can keep up.