by newcente | Jan 11, 2017 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized
January 11, 2016. By Jennifer Wolfsberg: Winter is upon us in the northeast, and it is all-the-more attractive to move to a warmer climate during retirement for mental and physical well-being. One of the difficult considerations we see with clients when they make the...
by newcente | Dec 13, 2016 | Blog, Business Planning, Financial Planning, Tax Planning, Uncategorized, What's New
December 15, 2016. By Olga Okaty: One of the most prominent topics President-elect Donald Trump discussed on the campaign trail was his plan to cut taxes. Several Republican Congressmen have presented similar tax proposals over the last few years, and with Mr. Trump...
by newcente | Dec 9, 2016 | Blog, Business Planning, Financial Planning, Tax Planning, Uncategorized, What's New
December 9, 2016. By John Wolfsberg: Choosing a financial professional is an important process that requires careful thought and due diligence. One of the most important financial professionals in our clients’ lives is the Certified Public Accountant (CPA). As the tax...
by newcente | Nov 15, 2016 | Blog, Fixed Income Markets, In The News, Tax Planning, Uncategorized
November 15, 2016. By John Wolfsberg: The bond market has witnessed a significant back up in yields as a result of the surprising win by Donald Trump in last week’s Presidential election. Going into Tuesday, the market had been positioned for a Clinton win, but as...
by newcente | Sep 28, 2016 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New
September 28, 2016. By Matt Okaty: Most people know at least one person that has gone through a divorce and so have probably heard that few things go as planned. We hear this often in speaking with clients and trusted business professionals. Regardless of all the...
by newcente | Aug 23, 2016 | Blog, Financial Planning, Tax Planning, What's New
August 23, 2016. By Lori Patterson: It is hard to believe another summer will soon be behind us and the fall season is a mere weeks away. As it adds color to our landscape, the autumn also adds various tasks to our already busy schedules, hectic holiday planning, and...
