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.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Tips on insuring your teen driver.
Technology tips to make your next trip even better.
Beware of these traps that could upend your retirement.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Second marriages are a trigger event to revisit any existing estate strategies.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Around the country, attitudes about retirement are shifting.