Blog, Insights, & Newsby Concenture Wealth Management

How Do Beneficiaries Work in 2025?

Selecting a beneficiary is a crucial part of estate planning. Whether it’s a retirement account, life insurance policy, or brokerage account, naming a beneficiary ensures your assets are distributed according to your wishes. However, many people either forget this...

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2025 Tax Guide: Everything You Need to Know

As we step into 2025, staying informed about the latest tax codes and contribution limits is crucial for financial planning. Whether you’re preparing for retirement, managing investments, or filing your annual tax return, knowing these updates will help you make...

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7 Tips to Experience Luxury on a Budget

Luxury doesn’t have to mean draining your bank account. Contrary to what you might hear from others and see on social media, living a life of elegance and indulgence is possible without overspending. It’s all about making informed, intentional choices, planning ahead,...

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