by Concentrum Wealth | Jun 3, 2024 | Uncategorized
Whenever you change jobs, you have several options with your 401(k). You can leave it where it is, transfer it into your new employer’s 401(k) plan (if one exists), or roll it over into an individual retirement account (IRA). For most people, rolling over a...
by Concentrum Wealth | Jan 9, 2024 | Uncategorized
Twelve months ago, the consensus view was that the US economy would tip into a recession in 2023. Some advisors went so far as to suggest that investors swap all their stocks for cash in anticipation of a looming recession. Mostly everyone, including the federal...
by Concentrum Wealth | Oct 25, 2023 | Uncategorized
Since 2017, taxpayers have been enjoying the tax cuts provided by the Tax Cuts and Jobs Act. Now, at the end of 2025 they are due to expire unless extended by Congress. That leaves you about two years to take advantage of the tax cuts and avoid the consequences of not...
by Concentrum Wealth | Sep 13, 2023 | Uncategorized
With mortgage rates at 20-year highs, it has become imperative that home buyers understand the different types of mortgages available to them. And like homes themselves, mortgages come in many shapes and sizes. Whether fixed or adjustable, the type of mortgage that’s...
by Concentrum Wealth | Jul 21, 2023 | Uncategorized
Selecting a financial advisor is an important decision, not one to be taken lightly. To help with this important decision, here are some factors to consider when choosing someone to entrust with your family’s finances and goals. Services: What services does the...
