Century Oak Private Wealth

12/23/2025

Happy Holidays from all of us at Century Oak Private Wealth! We gathered for a wonderful holiday dinner, celebrating the season and our incredible team. We are truly thankful for the dedication and hard work everyone puts in every day.

Here’s to a joyful holiday season and an even brighter new year! 🎉✨

11/04/2025

Once again, Northwestern Mutual is on track for a record dividend payout in 2026. It’s yet another reason why I’m so proud to be part of this company. It shows that we’re truly focused on industry-leading product value and long-term security for policyowners. See more: https://www.northwesternmutual.com/life-and-money/northwestern-mutual-expects-record-breaking-dividend-payout/?utm_source=facebook&utm_medium=organic_social&utm_content=_field&agentid=069560

07/17/2025

With the changes to tax rates on the horizon, it might mean changes to your finances, too. Let’s make a plan to help you make the most of the shift that’s coming. Reach out anytime.

04/21/2025

We love it when you dream big and plan to help the next generation. Let’s talk about ways to put college bills within reach.

Big dreams? There’s a plan for that. See strategies for parents who are planning to cover a significant chunk of their children's tuition.

04/16/2025

If you’re wondering how to fit a summer vacation into your budget, I can help with that.

A travel expert shares that more people are looking to book trips tied to a particular meaning rather than the destination itself.

04/02/2025

Let’s talk about planning ahead.

How long does the average person need long-term care? It’s difficult to predict, but the best bet is to plan ahead for just such an event.

03/31/2025

Small business owners, let’s talk about financial tools with flexibility, tax benefits and higher contribution limits. We’d love to connect on the best financial solutions to help you and your business.

If you’re self-employed or a small business owner, a SEP IRA can be a way to help you and your employees save for retirement. Here’s how it works.

03/26/2025

As long as you follow the rules, a Roth IRA allows you to grow money tax-free. But that’s not the only way to grow your retirement savings. Reach out for ideas to maximize what you’re putting away.

There are two ways to grow your Roth IRA: by making contributions and through the investments in your account.

03/19/2025

There are some rules you have to follow. If you have recently inherited an IRA or expect to, we would be happy to help walk you through the rules and options to manage your inheritance.

Inheriting an IRA means you have some cash coming your way. But it’s also important to know the rules.

03/17/2025

Here’s a simple worksheet to help you estimate what you’ll owe in taxes.

It’s helpful to know ahead of time what you might owe in taxes. Use this worksheet to calculate your tax rate.

03/12/2025

There are many important decisions to make for your estate plan—like who will carry out your wishes when you’re gone.

The executor of your estate is an important choice—they'll have some important responsibilities when you pass.

03/10/2025

If saving for a big family vacation is one of your goals, let’s talk!

Tailoring your trip to your family’s interests can make for a memorable spring break. Here are some ideas for inspiration.