The Millionaire Next Door by Thomas J. Stanley Which funnily made him and his co-author millionaires, was published in 1996 and has sold over 3 million copies to date. It’s one of the best finance boo
How We Can Serve You
We design investment portfolios tailored to our clients based on their: future goals for the account, current tax and financial position, investment time horizon, risk tolerance. Our portfolios seek t
Why Choose New Century Investments
INTEGRITY IS OUR PRIORITY The client comes first. Whether you are an Individual, a Business Owner, or both, each come with a unique set of challenges. With the ever changing tax laws and investment ma
How it all Started
It all started in the early 90s when a CPA and tax advisor noticed that many of their tax clients were paying too much money in high fees and commissions to their brokers, and the brokers clearly did
New Rules for Retirement – The SECURE Act 2.0
New Rules for Retirement – The SECURE Act 2.0 The Setting Every Community Up for Retirement Enhancement Act of 2022 (SECURE Act 2.0) was passed in late December, 2022, and it aims to make retirement s
Legacy Planning: Your Guide to a Last Will and Testament
A will is a document that outlines your wishes for what should happen to your estate after you die. It can be simple or complex, but it’s an essential piece of documentation that everyone should have. At New Century Investments, we can help you prepare for your meeting with an estate attorney. We will work with you to create a tax-focused financial plan that considers your unique situation.
Strategic Budgeting: Planning for Success With 20/6/3
Are you looking to maximize your savings, profits, or both? As a business owner myself, I have come up with a simple, yet extremely effective way to build wealth. It is a great starting off point. I call it my 20/6/3 plan. The 20/6/3 Plan is an easy yet effective way to get your finances back on track. Continue reading to learn more!
How Much Do You Really Need to Retire?
Many factors will influence how much money you need in retirement. It can be challenging to know exactly how much money you need for the rest of your life, but it’s always good to start planning early because even small changes now can make a big difference later on. Get started today!
The Four Pillars of Retirement
The transition to retirement can be both exciting and daunting. You are no longer working, but this isn’t the end of your financial journey! The four pillars of retirement planning are health, family, purpose, and finances. The four pillars can help you prepare for retirement. If you take these into account, then you will be in a better position to make decisions that will keep you healthy and active.
What to do After You Achieve Financial Freedom
Financial freedom is when you have enough money to live and spend however you want without the worry of saving for the future. Financial freedom means not having to worry about saving, budgeting or investment markets. It means that your full potential can be realized, because you no longer have to work at a job just to pay the bills. Continue reading to request your free Achieving Financial Freedom outline!