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 | Mar 20, 2025 | Blog, Firm Events, Mark J. Barry, Olga P. Okaty, Uncategorized, What's New
G2 Graduates: Building Leadership in Wealth Management March 20, 2025 Congratulations to Our Graduates! We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
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 | 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...
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 | 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...
