Are you a Veteran or former federal employee with a Thrift Savings Plan (TSP)? If so, you may be wondering about the best way to optimize your retirement savings. Look no further! Why is TSP Rollover
Retirement Planning101: How to Secure a Comfortable Future
Planning for retirement is a crucial aspect of financial security. It’s never too early to start, and the earlier you begin, the more time you have to build up your retirement savings. One significant
Books that have Inspired Me
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!
Life Insurance: What You Need To Know
Purchasing life insurance may seem like a menial task in the face of monumental expenses such as college tuition, raising children, buying a house, and saving for retirement. However, this is one expense that you cannot ignore. Life insurance is there to help your loved ones when you’re gone. It also helps mitigate financial stress if you are the primary provider for your family. If you’re single or married with no kids, getting life insurance might not be the first thing on your mind right now.