Blogby Concenture Wealth Management

Introduction to Money Markets

A crucial step in building a sound financial plan is ensuring you have access to cash when you need it, but that doesn’t mean you have to keep that cash in a bank account earning modest interest. For investors looking to maintain a certain level of liquidity while...

Continue Reading...

Tax Planning Tips to Consider This Year

Taxes are an important consideration when it comes to managing your finances. Being proactive with your tax planning can help you manage your obligation and put you in a better financial position for the future. Here are some tax planning tips you may be able to take...

Continue Reading...

5 Things to Keep In Mind For Tax Time

It’s almost that time again! Yes, Spring is quickly approaching but with it, the often dreaded tax season is also upon us. However, it doesn’t have to be a time of stress. Here are five things for investors to keep in mind during tax time: Capital Gains...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...