Retirement Archives - Central Trust Company

When Should I Take Social Security Retirement Benefits?

September 5, 2023
Financial Planning Library, Retirement, Retirement Plan Services Library

Knowing when to take Social Security benefits is a common concern during financial planning discussions. Access valuable resources and make informed decisions for your unique situation with professional guidance.

Three Steps to Managing Retirement & Planning for the Unpredictable

July 11, 2023
Retirement, Retirement Plan Services Library

Plan ahead and take control of your retirement journey. Follow three simple steps to help safeguard your nest egg against the potential for unpredictable stock market performance.

Health Savings Accounts: Connecting Health and Wealth

July 5, 2023
Financial Planning Library, Retirement

Good health is vital to living a happy and successful life. Discover the power of Health Savings Accounts in connecting your health and wealth.

The Importance of Celebrating Birthdays

February 1, 2023
Retirement, Tax Planning, Uncategorized

Maybe you don’t get the big cake and piles of presents like when you were a kid, but birthdays are still worth celebrating. When it comes to financial planning, each milestone birthday brings new benefits and opportunities.

Second Homes & Tax Implications

April 29, 2022
Retirement, Tax Planning

Many people dream of having a place family can gather for vacation or a second home to spend winters once retired. Before making that purchase, there may be tax implications to consider.

How Much Will Retirement Cost_Graphic 2022

How Much Will Retirement Cost You?

January 31, 2022
Retirement

One of the biggest questions we hear from clients is, “What kind of retirement lifestyle can I afford?” It’s not easy to forecast living expenses for next year, let alone to project the cost of a retirement period of 30 plus years.

Things Can Turn on a Dime

December 1, 2021
Retirement, Uncategorized

As investors we all know things can turn on a dime. Take time to explore programs available to help you, your family, or friends when health or fortunes have changed direction.

Navigating Your Post-Retirement Cash Flow

June 19, 2019
Retirement

Retirement means your regular paycheck has stopped and now you are in charge of managing your own cash flow.

Proposed Legislation Could Change Retirement Plans

May 28, 2019
Retirement

The "Setting Every Community Up for Retirement Enhancement" bill was passed by the House on May 23 and could drastically change the rules of retirement.

Ask a Trust Officer – 401(k) Protection Programs

March 5, 2019
Ask a Trust Officer, Retirement

The success of your retirement depends largely on what you do with the money in your qualified retirement plan.