Skip to content

Centennial Advisors, LLC News From Mike


IRA Tax Planning

Click Here to Email Mike! Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC. The advisory firm providing you this report is an independent financial services firm and is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy…

Read More »

Stop Fighting, Start Planning

Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses By VICTORIA GEHRISCH, INVESTMENT ADVISER REPRESENTATIVE August 23, 2019 Kiplinger Article “We’re fine.” “I’ve got it covered.” “We have plenty of money.” “You don’t have to worry; I left the password to the accounts by the computer.” I hear these comments all the…

Read More »

Old Estate Plans May Be Harmful To Your Wealth

Old Estate Plans May Be Harmful To Your Wealth By Martin Shenkman September 27, 2019 Forbes Article   Most folks do not  update their estate plans often enough. The most common (and most absurd) excuse for not updating planning that most advisers hear is: “Nothing has changed.” If “nothing has changed,” you should not need…

Read More »

1 in 3 boomers makes this critical retirement mistake

1 in 3 boomers makes this critical retirement mistake — far more than in other generations Published November 16, 2019 By Catey Hill MarketWatch Article   The risk is real. Far too many workers are taking unnecessary risks with their retirement savings by putting too much of their money into stocks, according to Fidelity’s Q3 2019 Retirement Analysis,…

Read More »

5 Surprising Facts to Know About Retirement

  5 Surprising Facts to Know About Retirement By GREG O’DONNELL, INVESTMENT ADVISER | O’Donnell Financial Group November 11, 2019 Kiplinger Article You’ve worked the majority of your life. And, you deserve to have many blissful years ahead, which is why it’s so important to have a plan. The first step is education: There are many facts you…

Read More »

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at (512) 265-5000.

Call Now Button