Probate Avoidance and the Revocable Living Trust
Probate can be public, time consuming, and expensive. But, it can also be easily avoided when the proper steps are taken.
Q2 2022 Investment Roundtable | Springfield Market
Please join us for Central Trust Company’s virtual Investment Roundtable discussion, presented by Jason Flores, CFA, CAIA, Senior Vice President & Senior Portfolio Manager; Renee Gross, CSRIC®, Vice President & Senior Portfolio Manager; and Justin Setser, CTFA, CFP®, MBA, Vice…
Cryptocurrency: Fad or Future?
There has been a lot of discussion over the past several years regarding cryptocurrency. If you feel like the whole idea of cryptocurrency is hard to understand, you are not alone.
Tax & Estate Strategies: What Is a GRAT and Do You Need One?
While Grantor Retained Annuity Trusts (GRAT) can seem complex to some, they can really be simple when broken down. Because GRATs have the potential to provide significant tax benefits when interest rates are low, today’s interest rate environment may provide a good opportunity.
What If Something Happens To You Tomorrow? | Central Trust
Incapacity can befall anyone at any time. The best way to protect your family and assets in the event that disability strikes is to take the necessary steps when there is no doubt that you are fully capable of acting on your own behalf.
The Impact of Inflation on Your Cash and Investments
Many of us understand and recognize inflation. What we don’t know is how high it will go or how long it will last.
How Much Will Retirement Cost You?
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.
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 | Central Trust
At Central Trust Company, we use Monte Carlo Simulation to model a variety of outcomes— including all the events taking place this year.
Choosing Between “Eating Well” or “Sleeping Well”
Investing is, and will always be, a balancing act between “eating well" and "sleeping well”.