Financial Planning Library - Central Trust Company

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.

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.

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.

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.

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.

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.

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.

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.

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.

Managing Newly Acquired Wealth

December 27, 2019
Financial Planning Library, Investments, Tax Planning

While your chance of winning the lottery is extremely small, the challenges associated with managing a large influx of money are actually quite common.