Centurion Wealth Management

Back-to-school season is here! As we say goodbye to summer, we're wishing all of our advisor and staff's children a fantastic school year filled with learning, laughter, and success. 🍎✨

This Labor Day, we celebrate the hard work that helps turn goals into accomplishments and dreams into reality. Take some time to relax, recharge, and reflect on all you've built. Wishing you and your family a happy and safe Labor Day.

Maxing out a workplace retirement plan is not as automatic as it used to be.

If you’re 50+ and earned more than $150,000 in 2025 from the employer sponsoring your plan, your 2026 age-based catch-up contributions to a 401(k), 403(b) or governmental 457(b) generally must be made on a Roth basis.

That shift can affect take-home pay, withholding and the balance between pretax and tax-free assets you’re building for retirement. It also means the contribution strategy that worked last year may deserve another look this year.

If you’re trying to maximize retirement savings, now is a good time to confirm how your plan is handling the new rule and whether the rest of your tax strategy still fits around it.

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Advice

We spend a lot of time planning for our financial future...

But how often do we think about the role our health plays in achieving it?

Poor health can impact income, increase expenses, and affect retirement readiness. On the other hand, healthy habits can help support long-term financial success.

💬 Which do you find more challenging to maintain: your financial wellness or your physical wellness?

Share your thoughts below and swipe to learn more. 👉

Another milestone on the horizon for our new home 🚜

Check out the latest on our Instagram, and be sure to give us a follow: https://bit.ly/4xx90Ao

We are so excited to share this journey with you all!

Happy Work Anniversary, Dave! 🎉

Today we're celebrating Dave Dinatali and the valuable contributions he brings to our team. With extensive experience in the financial industry, including time spent in trading roles at Goldman Sachs and the NYMEX, Dave has built an impressive career founded on knowledge, discipline, and a passion for helping others.

As he continues his professional journey and prepares for his next chapter as a Financial Advisor in 2027 at Centurion Wealth Management, we're grateful for his dedication, expertise, and commitment to our clients and team.

Congratulations on this milestone, Dave. Wishing you continued success and many more achievements in the years ahead! 👏

Check out some of CWM Staff's furry companions 🐶 Happy International Dog Day to the four-legged family members who make every day a little brighter.