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New-Century-InvestmentsNew-Century-Investments
  • Home
  • Our Clients
    • Business Owners
    • Families
    • Create Your Financial Profile
  • Our Story
    • Our Philosophy
    • Our Team
  • Services
    • Financial Planning
    • Investment Management
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  • Blogs & News
  • Contact Us
    • Book Appointment
  • Home
  • Our Clients
    • Business Owners
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    • Create Your Financial Profile
  • Our Story
    • Our Philosophy
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  • Services
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  • Blogs & News
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stock-investing
by Matt Ward
Financial Planning
invest stocks wealthy
September 19, 2019
43 likes

Why the Wealthy love to Invest in Stocks

Why the Wealthy love to Invest in Stocks   The more money you make, the more taxes you pay — right? Not necessarily. “In general, America’s wealthy are different when it comes to tax planning bec

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bright-idea
by Matt Ward
Financial Planning
invest stay the course
September 1, 2019
44 likes

Look on the Bright Side

Look on the Bright Side article by Matthew Ward   Volatility. An uncomfortable word for most individuals. I’ve have yet to meet anyone that particularly enjoys going through a stock market correc

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tax-deductible
by Matt Ward
Financial Planning
deductible ira tax
August 12, 2019
51 likes

Not All Traditional IRAs Are Deductible

Not All Traditional IRAs Are Deductible   Far too often, many individuals believe they will be able to deduct their IRA contributions. This statement is not always true.   Not all IRAs are d

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inheriting-spouses-IRA
by Matt Ward
Financial Planning
inherited IRA spousal IRA rollover
August 9, 2019
39 likes

Inheriting an IRA from your Spouse? Know Your Options

You have 4 options for inheriting your spouse’s IRA. Roll over the assets into a new or existing IRA in your own name. Transfer the assets to an inherited IRA. Roll over the IRA assets into a new or e

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tax-strategies-the-wealthy-use
by Matt Ward
Financial Planning
tax strategies wealthy
August 9, 2019
31 likes

Tax Strategies the Wealthy Use

Tax Strategies the Wealthy Use Have you wondered if you are maximizing your tax savings? Well, take a look below at 5 ways the wealthy save on taxes. Warren Buffett famously noted that he pays fewer t

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elder-estate-retirement
by Matt Ward
Financial Planning
long term care
July 30, 2019
28 likes

Thinking about Long-Term Care? Consider Your Options

Thinking about Long-Term Care? Consider Your Options Your options for Long-Term Care typically are as follows: Save enough and pay privately Buy Long-Term Care insurance Qualify for Medicaid But, how

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stay-the-course
by Matt Ward
Financial Planning
compound interest investing stay the course
May 16, 2019
47 likes

Investing – Staying The Course

Investing – Staying The Course I stumbled across an excerpt written by Paul Merriman, a highly respected investment professional. Take a look: “There are many financial concepts we can apply metaphori

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compound-interest
by Matt Ward
Financial Planning
May 15, 2019
37 likes

The Magic of Compounding Interest

  The Magic of Compounding Interest is rewarded to the patient, disciplined investors. Take the above chart from benzinga.com that shows when an individual invests $5,000 per year for 10 years, a

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solo401k-and-sep-1
by Matt Ward
Financial Planning
SEP IRA solo 401k
May 13, 2019
33 likes

The SEP IRA or Solo 401K – Which Should You Choose?

The SEP IRA or Solo 401K – Which Should You Choose? Executive Summary: A common question many people face is whether they should set up the SEP IRA or Solo 401K if they are a 1 person firm. One must d

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traditional-vs-roth-ira
by Matt Ward
Financial Planning
May 6, 2019
27 likes

Traditional or Roth IRA – Which Should You Use?

Many individuals ask which is better, the Traditional IRA or Roth IRA. The answer to this debate is: it depends. There are 5 important considerations when choosing between the Traditional IRA and Roth

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