Spring brings warmer weather, blooming flowers, and more time spent outside. However, a change in season may bring a different type of storm that can cause just as much chaos and unpredictability- market volatility. Spring thunderstorms and stock market volatility may seem completely unrelated, but upon closer inspection, they share some striking similarities. Tension …
Spring Storms and Market Volatility: A Comparison Read More »
With the rise of automation, artificial intelligence (AI), and the gig economy, the workforce is transforming significantly. As we move towards the new decade, businesses and individuals must understand the future workforce trends and prepare accordingly. One of the most significant changes we can expect in the future workforce is the increased use of automation …
Earth Day is observed annually on April 22nd, raising awareness and inspiring actions toward preserving the environment. While this day typically focuses on reducing plastic waste and conserving energy, it is also an opportune time to discuss sustainable and ethical investing. Sustainable and ethical investing, or socially responsible investing (SRI), refers to investing in companies …
Earth Day: A Focus on Sustainable and Ethical Investing Read More »
Spring is known as the prime season for homebuyers. The warmer weather, blooming flowers, and longer days make it the perfect time to start the search for a new home. However, with the competitive market and limited inventory, buying a home in the spring can be challenging. To help prospective buyers navigate the home-buying season, …
Home Buying Season: 10 Tips to Help Guide the Process Read More »
April is recognized as Financial Literacy Month, aiming to promote financial education and awareness among individuals. Reflecting on one’s financial habits and learning ways to improve them is crucial. In today’s world, where financial stability is vital, celebrating Financial Literacy Month is more important than ever. Here are some ways to celebrate and enhance your …
7 Ideas for Celebrating Financial Literacy Month Read More »
As we welcome the spring season and start decluttering our homes, it’s also an excellent opportunity to clean up our financial lives. Spring cleaning your finances involves reviewing, reorganizing, and eliminating unnecessary financial clutter to make your money management more efficient. Despite its significance, financial cleaning is an area that tends to be overlooked during …
Spring Cleaning Your Finances: How to Declutter Your Financial Life Read More »
Retirement brings many significant lifestyle changes, shifting daily routines, and adjusting financial patterns. This stage of life also presents an opportunity to reassess one’s contributions to society. Retirees often consider how much to give to charities now that they’re retired. However, the answer to this question can be determined by many factors, including financial health, …
Determining How Much to Give to Charities During Retirement Read More »
Filing your taxes can be simple when you’re prepared and understand recent changes in tax laws to determine which tax credits and deductions you’re eligible to take. The end of the 2024 tax season for most Americans is April 15, 2024, so if you still need to file 2023 taxes, take notice of these credits …
Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees. Today’s pre-retirees may need a more detailed retirement plan, whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment. Regardless of how one acquires …
Securities and Advisory Services offered through Centaurus Financial, Inc., a registered broker/dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Utah, Colorado and Arizona.
SDP Personalized Planning and Centaurus Financial, Inc. are not licensed to provide tax advice. Any advice given should not be considered as tax advice, and clients should consult with a professional tax advisor before making any decisions that could impact their finances.
