Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with a financial professional 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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This article may help you maximize the benefits of your donation for your chosen charity.
For homeowners who think their property taxes are too high, there are ways to appeal.
Building wealth requires protection from the forces of wealth destruction.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Here is a quick history of the Federal Reserve and an overview of what it does.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.