Client Login

Resources & Insights

Navigate the complex world of finance with resources to help you stay informed and inspired.

SCHEDULE A CONSULTATION
LEARN MORE ABOUT CENTRUS

Blogs & Articles

Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.

Featured Image 11
Key Finance Decisions During Major Life Events

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you're experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability.

Read More
accountant g9ec7f0346 1920 1
Retirement Expenses For Which You Forgot To Plan

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.

Read More
pexels lukas 669610
Financial Planning In Today’s Environment

The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the proposals that might become a reality in the future and share how he has been able to help some of his clients with taxes.

Read More
Blogs & Articles

Downloads & Resources

blog3
Family Budget Worksheet

THE PLAN WISE, RETIRE FREE PODCAST

with Jude Wilson, CWS®, MBA, BPC™

Listen to Podcasts

Eye-Opening Events and
Client Appreciation Celebrations

With Centrus as your partner, you gain access to proven guidance that will help you unlock financial success. Take the first step towards a brighter future and join us at one of our (monthly/quarterly/annual) events.
The Ticking Tax Time Bomb Webinar

The Ticking Tax Time Bomb Webinar

Join us for an eye-opening online event that’s essential for anyone with retirement funds: “The Tax Bomb” webinar. About the Webinar: As 2025 approaches, significant policy changes are on the horizon, and they have the potential to shake the foundation of your retirement plans. Don’t let these tax risks catch you off guard! “The Tax Bomb” webinar...

read more
The Coming Tax Risk Webinar

The Coming Tax Risk Webinar

Attention HENRYs (High Earners, Not Rich Yet)! Are you aware of the impending tax storm that could impact your hard-earned retirement funds? Brace yourself for the groundbreaking online event: “The Coming Tax Risk” webinar. About the Webinar: Policy changes set to roll out in 2025 have the potential to turn your retirement dreams into a tax...

read more
All events