by newcente | Feb 16, 2023 | Blog, Family Focus, Uncategorized, wellness, What's New
Market Hours and February Boredom Busters in Boston February 16, 2023: With winter break next week for most students, and a long weekend for many workers, including the Centerpoint Office, for the President’s Day holiday on Monday, many families are left...
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 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 | 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...
by newcente | Nov 15, 2022 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
IRS Announces 2023 401(k) and IRA Limit Increases November 15, 2022: When enrolling participating in employer sponsored retirement plans and individual retirement accounts, it is important to consider how the annual contribution limits set by the IRS are calculated....