by newcente | Oct 31, 2025 | Blog, Financial Planning, Olga P. Okaty, Uncategorized, What's New
Several updates are coming next year as part of ongoing healthcare reforms. Medicare premiums and deductibles are expected to rise modestly, while prescription drug coverage will see meaningful improvements – such as new out-of-pocket cost caps and expanded access to...
by newcente | May 12, 2025 | Financial Planning, Laura Lopez, Uncategorized, wellness
Spring is a time of renewal. Many of us are clearing the clutter in our homes and looking for a fresh start. While you may be organizing your closet or deep cleaning your kitchen, don’t forget to dedicate a little time to another area that deserves your attention:...
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,...
by newcente | Jun 26, 2024 | Family Focus, Financial Planning, Jennifer Wolfsberg, Olga P. Okaty, Uncategorized, What's New
Guest Blog: CDFA Impact on Mediated Divorces June 26, 2024 Jennifer Wolfsberg and Olga Okaty of Centerpoint Advisors each hold the Certified Divorce Financial Analyst® (or “CDFA®”) designation. They have helped guide several clients through post-marital...
