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 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 4, 2020 | Blog, Financial Planning, What's New
Politics and Your Portfolio: Navigating the 2020 Elections October 28, 2020. By Mark Barry: Politics have dominated the national conversation in recent months, and with November 3rd being a week away emotions are running high. While many people may feel very strongly...
by newcente | Nov 4, 2020 | Blog, Family Focus, Financial Planning, Uncategorized
Prenup Planning and Considerations October 14, 2020. By Jennifer Wolfsberg: In our divorce financial analysis services we often come across post-marital planning that could have been well served by a prenuptial agreement. With the divorce rate hovering around 50%, it...
