by Concentrum Wealth | May 12, 2025 | Uncategorized
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries....
by Concentrum Wealth | Apr 21, 2025 | Uncategorized
On January 5, 2025, the Social Security Fairness Act was signed into law, marking one of the most significant changes to Social Security benefits in decades. This legislation eliminates two provisions that had reduced benefits for millions of public sector workers for...
by Concentrum Wealth | Mar 7, 2025 | Uncategorized
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an...
by Concentrum Wealth | Jan 14, 2025 | Uncategorized
Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your child’s pocket, teach him or her...
by Concentrum Wealth | Sep 30, 2024 | News, Uncategorized
With the election quickly approaching, we have been fielding calls, questions, and opinions on the potential returns of the market depending on who wins the presidential office in November. The main question boils down to: does a President make a market? When...
