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Financial Planning Library

Financial planning is an ongoing process that periodically reviews your current assets and their growth against the ability to meet long-term goals.

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Medicare & Beyond

  • November 29, 2022
  • Financial Planning Library
One thing that does not get talked about enough are medical costs which go beyond Medicare. These costs can be complex and ever-changing.
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The Importance of a Second Opinion

  • August 2, 2022
  • Financial Planning Library, Videos
Anything that could affect a family or individual financial situation today, or in the future, brings with it the need to reevaluate where you are today, where you would like to be and if you are track to get there.
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Woman and Their Role as Financial Decision Makers

  • June 14, 2022
  • Estate Planning, Financial Planning Library, Videos
Women are a large part of the workforce. They are often times directly involved in their households’ investment and financial decisions.
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Five Basic Benefits of Financial Planning

  • May 20, 2022
  • Financial Planning Library
There is more to financial planning than setting some goals and pinching some pennies. Here are five basic benefits that may come from working with a financial planner on an organized financial plan.
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Health & Wealth in the New Year

  • January 31, 2022
  • Financial Planning Library, Uncategorized
It’s been said that health has more of an impact on our happiness than anything else. Some say financial contentment follows close behind, which makes the beginning of the year a perfect time to look at how we can improve our financial well-being.
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Financial Planning: Opportunity Among Crisis

  • December 21, 2021
  • Financial Planning Library, Videos
At Central Trust Company, we use Monte Carlo Simulation to model a variety of outcomes— including all the events taking place this year.
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Business Owner Survival Guide

  • December 17, 2021
  • Business Planning, Financial Planning Library, Videos
When contemplating an outright business sale to an outside entity, the first or foundational level of planning should be contingency planning.
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Uncertainty vs. Certainty of Death and Taxes

  • January 4, 2021
  • Charitable Giving, Financial Planning Library, Tax Planning, Videos
When uncertainty is all around, proactive steps you take help mitigate your personal financial risk and the uncertainties of life and the certainty of death and taxes.
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Business Father and Son

Financial Planning for Business Owners

  • July 7, 2020
  • Financial Planning Library
To us, financial planning is not an event. It is an exercise that helps capture a consolidated, global review of your financial situation leading to the creation of a living document.
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Financial Planning in the Year of Uncertainty

  • December 31, 2019
  • Financial Planning Library
Here are some actionable ideas to coordinate your investment decisions with income tax strategies on your road to retirement.
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Disclaimer

Products and services offered by Central Trust Company are not insured by the FDIC, are not deposits of or guaranteed by any depository institution or affiliate bank and are subject to investment risks, including possible loss of principal amount invested. Insurance products are available through and underwritten by non-affiliated insurance companies.

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