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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Centennial Wealth Management

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United States
Columbia, MD
Centennial Wealth Management

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A private wealth advisory practice of Ameriprise Financial Services, LLC

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10/25/2026

We've got a 2-for-1 birthday special! Happy birthday to both Brianna and Cam. We hope you both have a wonderful day.

10/23/2026

Most tax mistakes don't happen in April.

They happen in November.

Every year, we see smart professionals miss opportunities simply because they didn't realize the window was closing.

Before December 31, review:
✅ Retirement contributions
✅ HSA funding
✅ Tax-loss harvesting
✅ Charitable giving
✅ Roth conversion opportunities
✅ Required distributions
✅ Stock compensation decisions

The issue isn't complexity. It's timing.

Once the calendar flips, many of these planning opportunities disappear.

The best tax strategies happen before year-end. Not while gathering documents for your CPA.

Looking for more year end strategies? Check out this article: https://bit.ly/4jyswIB

Looking to review your options with an advisor? Click here: https://bit.ly/4dXcT9Y

10/21/2026

Register for our next webinar!

We’ll teach you a few key home safety red flags, tips for planning ahead planning ahead, and the simple changes that can help people stay independent longer.

Our webinar will be held on Wednesday, October 28th at 6pm EST over Microsoft Teams.

Nearly everyone wants the option to remain in their home as they age, but aging in place doesn't happen by accident.

https://bit.ly/4yXcsop

10/19/2026

Two of our team members celebrated a major milestone last week. Happy 1 year team-iversary to Lauren and Ian! We've loved watching you both learn and grow this year and can't wait to see what we accomplish together.

10/16/2026

Good news: Social Security checks are getting bigger!

Reality: Prices got bigger first.

The 3.6% COLA should help retirees keep pace with rising costs, but it's still a good reminder that retirement success depends on more than a government adjustment.

10/15/2026

Have Medicare? Your Annual Review Window Is Open!
From October 15 - December 7 you can:

✏️Change Medicare Advantage Plans
✏️Change Drug Coverage
✏️Switch Medicare Options

Changes Start January 1, 2027.

10/14/2026

🏠 Planning for the future means planning where you'll live.

Many people hope to remain in the homes they love as they age. Understanding the right steps today can help make that goal a reality tomorrow.

We invite you to join Lauren Symmes, Certified Aging in Place Specialist, for a discussion on home safety, accessibility, and practical strategies that can support independence and quality of life.

📅 Wednesday, October 28, 2026 at 6:00 PM ET

RSVP and receive your attendance link: https://bit.ly/4s6Oa94

We encourage you to share this invitation with family members, friends, and caregivers who may find the information valuable.

10/13/2026

Please help us give a warm welcome to Liz, who has joined our team as an Administrative Assistant.

Liz plays an important role in supporting our team and helping us continue to deliver the high level of service our clients have come to expect. We're excited to have her with us and can't wait for you to get to know her.

Welcome, Liz! We're glad you're here.

10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

09/29/2026

Coffee and financial planning have more in common than you might think.
Both are better when they're tailored to your taste, thoughtfully prepared, and part of a long-term routine.

On this National Coffee Day, tell us:
What's your favorite coffee shop or coffee order?

We're always looking for our next great cup.

Address

8825 Stanford Boulevard Ste 200
Columbia, MD
21045

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.centennialwealthadvisors.com/

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