Century Wealth Mgmt

We are excited to share the news that we have merged our firm with Beacon Pointe Advisors! For future updates from our Century Wealth Management advisory team, please follow the @BeaconPointeRIA Twitter page.

As we welcome the new year, Century Wealth also wants to send congratulations to our employees and clients on a successful 2021. Here’s to a prosperous 2022!

An exchange traded fund (ETF) is a type of security that tracks an index, sector, commodity, or other asset. This year, $900 billion was invested into ETFs – nearly double last year. @IBDinvestors shares their place in the stock market: buff.ly/3FzMJXo. #investmentadvisor

If taxes aren't part of your financial plan for retirement, then your plan is incomplete. A financial advisor can look at your unique situation & formulate a plan for the best possible outcome. @Kiplinger shares more: buff.ly/3z6rD0v. #financialplanning #wealthmanagement

Merry Christmas and Happy Holidays! We hope you’re enjoying time with loved ones over the holidays. Congratulations to our employees and clients on a successful year. Enjoy some well-deserved rest this season.

Planning for your financial future is difficult when there are external stressors. However, @Kiplinger suggests sticking with your financial plan as best you can. Don't be intimidated by market fluctuations. Read more: buff.ly/3EkzE36. #wealthmanagement #investmentadvisor

Workers are leaving their jobs in record numbers, searching for better pay, benefits or environments. You may be tempted to join them, but ensure your finances are in order first. @IBDinvestors shares three things to remember: buff.ly/3mlvp0S. #financialplanning

Investment clubs have gained popularity as a new way to invest – with family and friends. The clubs typically exist with eight to 12 members that have 10 to 20 stocks in their portfolio. @AARP shares more about this trend: buff.ly/33cBshs. #investmentadvisor

There will never be a one-size-fits-all approach for finances. Even the commonly used 401(k) accounts bring challenges for some people. @IBDinvestors shares eight options for retirement savings: buff.ly/3lXTEC6. #financialplanning #wealthmanagement #investmentadvisor

For business owners, December is an important time to wrap up your year and prepare for the next. Take time to review documents from the last 12 months to help you forecast in a positive direction. @Kiplinger shares three reminders: buff.ly/3mivh2n. #financialplanning

In 2020, Congress authorized a charitable tax deduction of up to $600 without itemization – on top of the standard deduction, which is slightly higher than it was in 2020 due to of inflation adjustments. Via @AARP: buff.ly/3Ertcbh #financialplanning #wealthmanagement

After two years of frozen 401(k) contribution limits, @IRSnews has implemented an increase of $1,000, meaning the new limit is $20,500. @IBDinvestors shares more about the types of accounts this change affects: buff.ly/35BjGlH. #financialplanning #investmentadvisor

It's important to consider the cost of senior living facilities, as 70% of people over age 65 will need some type of long-term care over their lifetimes. @Kiplinger shares more about the four ways to pay for it: buff.ly/3xEkfIS. #financialplanning #wealthmanagement

Taking into consideration your tax bracket, income, beneficiaries, and Medicare premiums, it may be worth it to take more than the required minimum distribution (RMD) from your IRA. @Kiplinger shares scenarios and tips to help you plan: buff.ly/3xwrvGM. #financialplanning

Passing on your wealth to the next generation is important to many aging adults. However, it's important to do so in a way that benefits yourself and the intended recipient. @AARP shares a few tips: buff.ly/3riawXJ. #financialplanning #wealthmanagement #investmentadvisor

2020 and the ensuing global pandemic brought a host of new products to market and raised the popularity of old ones. Stocks that soared during lockdown, like @Zoom and @onepeloton are now stumbling. Via @IBDinvestors: buff.ly/3xwDYu8. #financialplanning #investmentadvisor

Happy Thanksgiving! We hope you are spending this well-deserved day off surrounded by loved ones. To our clients who entrust us with their financial matters, we are so grateful for you!

We've seen a rise in a number of consumer goods recently, but none more than the combined cost of Thanksgiving dinner – costing U.S. consumers an average of 14% more this year, the biggest annual increase in 31 years. More via @Reuters: buff.ly/3nAPTnq. #financialplanning

Despite supply chain concerns and labor shortages, retail stocks are rising as Black Friday nears. Many of the mall-based companies that investors abandoned in 2020 are now powering the ETF's stellar 2021 performance. Via @CNN: buff.ly/3xbaRwr. #investmentadvisor

Considering #retirement goals, remember that traditional IRA contribution limits and the Roth income limits are adjusted for inflation each year. @AARP shares the limits for 2022 and how much you can save for retirement in traditional and Roth IRAs: buff.ly/30pVX9u.