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 | Sep 30, 2022 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New
Olga Okaty Presenting On Medicare On November 1, 2022 September 30, 2022: We are excited to share the information for the USA500 Club’s November Carpe Diem Class – The A, B, C’s and D’s of Medicare with Lori Howell & Olga Okaty. This virtual event...
by newcente | Jul 5, 2022 | Blog, Firm Events, Kevin Donohue, Uncategorized, What's New
Kevin Donohue Helps Organize the Barefoot World Cup for Local Charity July 5, 2022. By Kevin Donohue: The summer season in New England always feels way too short, with weekends filled to the brim with obligations. It can be hard to make time for fun with those we are...
by newcente | Dec 8, 2021 | Ashley R. Agnew, Blog, Business Planning, Family Focus, Firm Events, In The News, Uncategorized, What's New
Happy Holidays and 2022 Charitable Initiative December 12/8/21, By Ashley Agnew: Season’s Greetings! As 2021 arrives at its final weeks, we reflect on the uncertainty we navigated throughout the year. Like an echo from the year before, it was like...
by newcente | Apr 6, 2021 | Blog, Family Focus, Firm Events, In The News, Matthew C. Okaty, Tax Planning, Uncategorized, What's New
IRA Issues Warning About Email Scam April 6, 2021. By Matthew Okaty: As you may be aware, a wide scale impersonation email scam has been brought to the attention of the IRS. The scam is targeted toward the staff and students within academic systems; mainly those with...
by newcente | Apr 1, 2021 | Blog, Business Planning, Equity Markets, Firm Events, In The News, Uncategorized, What's New
Holiday Hours for Good Friday April 1, 2021: We wish you and your families a very happy long weekend, and would like to inform our clients that our office will be closed on Friday, April 2nd in line with the market closing for the holiday, and will have limited access...
