New Century Financial Group, LLC

04/22/2026

Welcome back to the blog, everyone! In our latest podcast episode, "What To Do After A Layoff Before You Sign Anything," we delved deep into the often-overlooked co…

03/17/2026

In this latest episode of our podcast, we delved deep into a topic that touches every investor at some point: the overwhelming urge to sell when headlines scream danger. It’s a visceral reaction, isn’t it? Your phone buzzes with...

03/16/2026

New Episode! "What If The Real Risk Is Your Reaction To The News"

Your phone is lighting up, the headlines are relentless, and the market feels like it’s swinging with every update. When geopolitical conflict ramps up and oil prices jump, the most common investor impulse is also the most da...

Your phone is lighting up, the headlines are relentless, and the market feels like it’s swinging with every update. When geopolitical conflict ramps up and oil pric…

03/03/2026

New Episode! "The Tax Trap In Your Mailbox"

A tax bill for gains you never saw coming can sour an otherwise smart investment. We pull back the curtain on mutual fund capital gain distributions and show how manager trades, investor redemptions, and year-end timing can l...

Discover how mutual fund capital gains affect your taxes.

02/11/2026

Many people continue to make charitable giving a priority after they retire. To meet your giving goals, it’s helpful to plan your cash flow for both the present and the future. Consider your income and investments before and during...

05/22/2025

As of May 21st, 2025, President Trump’s tax reform bill—dubbed the “Big Beautiful Bill”—has passed through the House and is moving on to a Senate vote. This bill is poised to have significant implications for the bond market, which...

05/21/2025

The Income-Related Monthly Adjustment Amount (IRMAA) is an additional premium surcharge that higher-income Medicare beneficiaries must pay on top of their standard Medicare Part B (medical insurance) and Part D (prescription drug coverage)

Medicare IRMAA

04/04/2025

This morning, I realized I would need to confront the challenge of addressing clients' concerns regarding the recent decline in the stock market. I often find it helpful to compare current situations to periods of similar uncertainty....

02/10/2025

When a child turns 18, they are legally recognized as an adult, meaning that parents no longer have automatic access to their medical, financial, or educational records without the child's consent. Many parents are surprised by this...

12/17/2024

Implementing strategies to reduce tax obligations can significantly enhance after-tax investment returns. One effective method is tax loss harvesting, which involves selling securities at a loss to offset capital gains in your taxable...