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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When you’re married and have children, insurance needs will be different.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
For homeowners who think their property taxes are too high, there are ways to appeal.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Marriage changes everything, including your insurance needs.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here’s a crash course on saving for college.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are a few things to consider when buying or leasing your next vehicle.
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.