by newcente | Jan 10, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
January 10, 2020. By Olga Okaty: In the final weeks of 2019, two important pieces of legislation – the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) and the Taxpayer Certainty and Disaster Relief Act of 2019 (the TCDR Act) were passed by...
by newcente | Dec 23, 2019 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New
December 23, 2019. By Jennifer Wolfsberg: Year-end is always a reflective time, and our team has enjoyed looking back at our philanthropic experiences throughout the year. As you may recall, our charitable initiative for 2019 was to dedicate office hours each month to...
by newcente | Dec 11, 2019 | Blog, Family Focus, In The News, Uncategorized, What's New
December 11, 2019. By Lori Patterson: I recently took a six-week class to learn meditation for sports. As you may recall from my previous writings, I am an avid runner with many of my routines including long distances and marathon training. Meditation during athletic...
by newcente | Dec 6, 2019 | Blog, Business Planning, Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New
December 6, 2019. By Courtney Summa: With the end of the year approaching, about a third of the year’s annual giving takes place. It’s wonderful to see so many people supporting worthy charitable organizations to help make a difference. Whether you support our...
by newcente | Nov 7, 2019 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New
November 7, 2019. By Anthony Norris: As Veteran’s Day approaches we are reminded to reflect upon and thank those who have so bravely served our country. With past and present service members in our own firm and families, the holiday carries feelings of pride...
by newcente | Oct 21, 2019 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New
October 21, 2019. By Ashley Agnew: We are so very lucky to have such extraordinary higher education and research facilities domestically, with many right here in the areas in and around Boston. With so much innovation coming out of our area, especially in healthcare,...
