Medicare & Beyond
One thing that does not get talked about enough are medical costs which go beyond Medicare. These costs can be complex and ever-changing.
The Importance of a Second Opinion
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.
Woman and Their Role as Financial Decision Makers
Women are a large part of the workforce. They are often times directly involved in their households’ investment and financial decisions.
Five Basic Benefits of Financial Planning
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.
Health & Wealth in the New Year
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.
Financial Planning: Opportunity Among Crisis
At Central Trust Company, we use Monte Carlo Simulation to model a variety of outcomes— including all the events taking place this year.
Business Owner Survival Guide
When contemplating an outright business sale to an outside entity, the first or foundational level of planning should be contingency planning.
Uncertainty vs. Certainty of Death and Taxes
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.
Financial Planning for Business Owners
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.
Financial Planning in the Year of Uncertainty
Here are some actionable ideas to coordinate your investment decisions with income tax strategies on your road to retirement.