How to Elevate Your Advisory: a Guide for Financial Planner and Wealth Advisors
As a financial planner or wealth advisor, you know planning the future of the firm is essential for long-term success.
As a financial planner or wealth advisor, you know planning the future of the firm is essential for long-term success.
Donating to charity carries many benefits for taxpayers, such as allowing people to connect with a personal cause and preserve legacy–and it doesn’t hurt that donating to charity can lower your tax bill. If donating to a charity is part of your tax plan, here are a couple of tips so you can maximize your tax-deductible donation before year-end.
During the process of selling a business, owners have many obstacles to navigate: processes, taxes, and, of course, deciding what to do next. In this article, we’ll discuss the different types of taxes a business owner may encounter when selling their business, as well as options for how to invest the proceeds.
With rising interest rates and inflation reaching a 40-year high, investors, planners and affluent individuals are searching for solutions to create financial strategies to meet their goals.
Affluent individuals and families may choose to implement charitable giving strategies for the wealth of benefits these strategies provide.
At Centura, we are dedicated to our role as stewards in leading our clients to purposeful financial planning and investing strategies to ensure their success.