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!
5 Rules to Improve Your Financial Health
The road to financial independence isn’t a straight line. It’s a journey that takes time and patience. This blog will help you build and plan for your retirement, allowing you to establish a more solid footing from which you can take the next step in your financial journey. Here are five practical ways you can improve your finances today! Contact us today!
The Media and How it Uses its Power to Impact Consumer Behavior
The Financial Media is a powerful entity that has the power to impact the way you trade, invest and save. This article will discuss how this media influences your trading decisions and why you should be aware of it.
You’ve Inherited an IRA. Now What?
If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps, and what happens now? Whether you’re a non-spouse inheriting an IRA as a spouse or a non-spouse who is not the sole beneficiary, there are a few key details to keep in mind. Familiarizing yourself with these changes in legislature and tax obligations of inheriting an IRA now can help you and your loved ones better prepare to receive your inheritance. Continue reading
Wealth Planning: Why It’s Important for Entrepreneurs
A wealth plan is an important tool for any entrepreneur serious about growing their business and ensuring their financial security both now and in the future. If you don’t have a wealth plan in place, now is the time to start working on one with a qualified financial advisor. The benefits of wealth planning are numerous and well worth the time and effort required to create a comprehensive plan. Continue reading to learn more!