by newcente | Jan 15, 2021 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, Uncategorized, What's New
Discussing Personal Debt in a Relationship January 15, 2021. By Ashley Agnew: The beginning stages of a relationship are exciting as the shooting stars of promised wishes decorate the pleasant exchanges of new love. The encapsulating feelings of warmth and security...
by newcente | Jan 6, 2021 | Blog, Business Planning, Financial Planning, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New
Second Stimulus Bill: Updates and Planning Opportunities January 6, 2021. By Olga Okaty: The second stimulus bill recently passed by Congress and signed by the President enhances and expands a number of economic relief measures and tax provisions that will bring much...
by newcente | Dec 22, 2020 | Ashley R. Agnew, Blog, Firm Events, In The News, Uncategorized, What's New
Coming Together and Looking Ahead December 22, 2020, By Ashley Agnew: It’s official- it is the end of 2020. With just a days left, the grit of our communities has certainly been put to the test. As we look around at our clients, colleagues, and families, we...
by newcente | Dec 11, 2020 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
Client Notice: Year-end Reminders December11, 2020: With additional responsibilities placed on so many right now, we wanted to share a concise list of considerations for year-end planning and an easy reference for frequently asked questions: IRA, SEP IRA, and...
by newcente | Dec 4, 2020 | Blog, Family Focus, Financial Planning, Uncategorized, What's New
Guest Blog: Reviewing Life Insurance December 4, 2020: Life insurance is an important element of wealth, estate, and family planning. In order to properly incorporate it into your planning, it is key to understand the level and type coverage that will best serve your...
by newcente | Nov 25, 2020 | Blog, Family Focus, Firm Events, Uncategorized, What's New
Happy Thanksgiving and Holiday Hours November 25, 2020: We wish you and your families a very Happy Thanksgiving, and while we know you may be spending it in smaller gatherings or perhaps alone, we hope you will be able to find time with peace and gratitude to reflect...
