Helping You Plan Your Financial Future
Century Tax & Wealth Management aims to increase our clients' net worth while lowering their taxes.
With Ronald C. Allison's unique total financial planning approach, he will provide you with one-on-one, customized investment, retirement, education, estate, insurance and tax planning all under one roof.
Call today at 717.299.0066 to schedule a complimentary initial consultation for your total financial planning.
Newsletters
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.