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.
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.
At Central Trust Company, we use Monte Carlo Simulation to model a variety of outcomes— including all the events taking place this year.
Investing is, and will always be, a balancing act between “eating well" and "sleeping well”.
When contemplating an outright business sale to an outside entity, the first or foundational level of planning should be contingency planning.
Join us for Central Trust's virtual Investment Roundtable discussion, presented by Evan Sowers and Larry Valencia.
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.
The Stanley & Elaine Ball Foundation, managed by Central Trust Company, is happy to announce the 2021 local, non-profit grant recipients.
As a business owner or executive, you are most likely the fiduciary of your company’s retirement plan. As the plan’s fiduciary, you are responsible and liable for oversight of the plan’s administration, investments and fees.
Don’t wait until the last minute to educate yourself or to enroll! Medicare’s Annual Open Enrollment is Oct 15th to December 7th.