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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Building wealth requires protection from the forces of wealth destruction.
These food myths will really put a drain on your wallet.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here’s a crash course on saving for college.
How do the markets usually react to elections? Was the 2016 election any different?