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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Building Your Legacy
A four-step framework for building a personal legacy.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When you’re married and have children, insurance needs will be different.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This worksheet can help you estimate the costs of a four-year college program.
The item most homeowners forget on their home improvement project checklist is insurance.
Even if you’re young and single, you should still consider protecting yourself.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you know how to set up your financial goals for success? This knight does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
What are your options for investing in emerging markets?