Robert G. Gillilandby Concenture Wealth Management

Spousal IRA: A Strategy for Tax-Advantaged Saving

If you and your spouse both have access to an employer-sponsored 401(k) plan, retirement saving is as easy as specifying the pre-tax contribution amount to be deducted from your paycheck. But for many couples, it’s a little more complicated. The decision may be for...

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Estate Planning for Digital Assets

For most of us, our online lives are well-established. More than just your social media accounts – the way that you live day-to-day. When was the last time you wrote a paper check? Or got a credit card statement in the mail? How about paper files? If you have a...

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Investing For College: Five Things To Think About

One of the most challenging parts of going to college isn’t getting accepted – it’s figuring out how to pay for it.  Long before your child is selecting a major, their college savings plan should be in place and growing. When do you start? What’s the right investment...

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How To Create A Satisfying Retirement

For some people, retirement either doesn’t live up to their expectations or is a mystery because they never figured out how to live the rest of their lives. That’s why planning for the non-financial aspect of retirement is as important as planning for lifelong...

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