Investments with Self-Directed IRAs: Insights from Industry Experts

In a recent educational video from New Century Planning, Bob Ryerson sat down with Alan Johnson, a leading authority on self-directed Individual Retirement Accounts (IRAs), to demystify the concept and benefits of these investment vehicles. Their discussion shed light on the opportunities self-directed IRAs offer for investors seeking to broaden their retirement portfolios beyond traditional […]

Understanding and Combating the Six Major Types of Identity Theft

Identity theft, a multifaceted problem often misconstrued as solely a credit-related issue, is a significant concern in the digital age. Robert Ryerson and Lou Terrero, Certified Identity Theft Risk Management Specialists (CITRMS) from New Century Planning Associates, offer valuable insights into the complexity of identity theft and the crucial strategies for responding to it. Beyond […]

Is Your Estate Plan in Order? Smart Steps to Take Now! With Christina Hardman-O'Neal, Esq.

Smart Estate Planning for Seniors: Essential Insights from Christina Hardman-O’Neal, Esq.

In today’s fast-paced world, many overlook the critical importance of estate planning, not realizing its potential to prevent financial mishaps and family disputes after one’s passing. Christina Hardman-O’Neal, Esq., in a comprehensive discussion, sheds light on why smart estate planning is indispensable for seniors, outlining the essential steps and documents required to secure their legacy […]

New Century Planning Delivers Crucial Insights on US 2024 Economic Outlook for Latin American Expats

New Century Planning, a leading advisory firm catering to expatriates in Latin America, recently shared vital perspectives on the US economic landscape for 2024. The presentation highlighted concerning economic trends that underscore the fragile state of the US economy, stemming from political decisions in recent years. Key issues discussed included the escalating national debt, with […]

A Guide to the Stages of Retirement Planning

When most of us think about planning for retirement, we’re focused on just enjoying our golden years. However, there are actually several phases that go into successful retirement planning. This guide takes a look at each of the different phases of retirement planning. Plus, we’ll break down what steps to take at each phase of […]