by newcente | Jan 9, 2023 | Blog, Family Focus, Financial Planning, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New
SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
by newcente | Jan 4, 2023 | Blog, Family Focus, Uncategorized, wellness, What's New
7 Things to Ask Your New Trainer in 2023 January 4, 2023: January is often a time of rejuvenated attention to our bodies, minds, health, and fitness. For some, reaching physical fitness goals is a compliment to overall wellbeing, yet can be difficult to reach without...
by newcente | Dec 30, 2022 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
Retirement Saving on Your List of Resolutions? Good News for 2023. December 30, 2022: The season of resolutions is upon us. For investors with the goal of boosting retirement account balances on their list, the IRS’s announcement on October 21, 2022 brings good news....
by newcente | Dec 23, 2022 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New
Season’s Greetings and Holiday Hours December 23, 2022 Season’s Greetings. 2022 provided us another year of being able to say that this has certainly been like no other. Yet again citizens around the globe were faced with uncertainty and unknowns,...
by newcente | Dec 7, 2022 | Ashley R. Agnew, Blog, Equity Markets, In The News, Uncategorized, What's New
Does Focusing on the Long-Term Payoff in Investing? Seeing is Believing. December 7, 2022. By Ashley Agnew: From the time we are young we are asked to believe in that which we cannot see during the holiday season. During childhood happy hints support the ask, like...
by newcente | Nov 21, 2022 | Blog, Family Focus, Uncategorized, wellness, What's New
Happy Thanksgiving and Holiday Hours November 21, 2022: We wish you and your families a very Happy Thanksgiving, and perhaps a return to some of the traditions that may have been missing from the past few years. One of the favorites here at the office is the tradition...
