by newcente | Apr 8, 2025 | Blog, Family Focus, In The News, Uncategorized, wellness, What's New
Imagine you wake up one day, and though you are surrounded by all the people you love at home, everyone is speaking a completely different language. You don’t understand any of the words except for a few key phrases: “not in front of them” … “they do not need to hear...
by newcente | Mar 20, 2025 | Blog, Firm Events, Mark J. Barry, Olga P. Okaty, Uncategorized, What's New
G2 Graduates: Building Leadership in Wealth Management March 20, 2025 Congratulations to Our Graduates! We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
by newcente | Mar 4, 2025 | Blog, Courtney Summa, Laura Lopez, Tax Planning, What's New
2024 Tax Season Updates – March 2025 March 4, 2025 Tax Season Update – March 2025As tax season progresses, we want to remind our clients that we are here to assist with a smooth and efficient tax preparation process. Our goal is to ensure you receive your tax...
by newcente | Jan 22, 2025 | Blog, Financial Planning, In The News, Olga P. Okaty, What's New
Social Security Fairness Act: Key Updates for Public Pension Holders January 22nd, 2025 Dear Clients, On January 5, 2025, President Biden enacted the bipartisan Social Security Fairness Act (SSFA), repealing the following two provisions that previously reduced Social...
by newcente | Dec 20, 2024 | Blog, Financial Planning, Tax Planning, Uncategorized, What's New
Wrapping Up 2024: Year-End Deadlines and Holiday Hours December 20th, 2024 As the holiday season approaches, we want to make sure you have everything you need to close out the year with confidence. Below are some dates and deadlines to keep in mind: Year-End Deadlines...
by newcente | Nov 25, 2024 | Blog, Financial Planning, Uncategorized, wellness, What's New
Festive Finances and Holiday Hours November 25th, 2024 With the holidays around the corner, many of us are looking forward to coming together with friends and family to enjoy the thrill of cherished traditions, whether it be ice skating, building snow men,...
