Blogby Concenture Wealth Management

9 Tips for Healthy Living

Of all the investments you’re likely to make in your lifetime, investing in your health may yield the greatest return. Prioritizing your health isn’t just about helping you live longer. It’s about improving your quality of life and allowing you to accomplish more with...

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Should You Rent or Buy a Home?

The choice between buying and renting a home can be difficult to make, but it’s one that bears important implications for your lifestyle, your goals, and your finances today and in the future. Buying a home doesn’t just give you a sizeable investment – it can also...

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Equity Investment Styles

Equity investing – or investing in the stock market – is a popular method for growing wealth, with roughly 58% of Americans who earn over $100,000 owning stocks as recently as 2022.1 When people make investment decisions, they often do so with a specific strategy in...

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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...

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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...

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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...

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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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