by newcente | Oct 27, 2017 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New
October 27, 2017. By Olga Okaty: Being named the executor of a loved one’s Will is a role that entails tremendous trust and legal responsibility. The executor (also known as a personal representative in some states) is entrusted to carry out the decedent’s last...
by newcente | Oct 3, 2017 | Blog, Financial Planning, Tax Planning, Uncategorized, What's New
October 3, 2017. By Lori Patterson: When people hear these words, anxiety can set in quickly. Unless you are employed in an industry where you work directly with these types of plans and have developed an understanding of them, it’s likely that you too have...
by newcente | Sep 28, 2017 | Blog, Financial Planning, Tax Planning, Uncategorized, What's New
September 28, 2017. Courtesy of Patricia E. Malley, Esq., Greif & Litwak, P.C. As summer winds down and winter draws near, many New England residents will soon travel to Florida to escape the unpredictable New England winter climate. Warm weather is not the only...
by newcente | Jun 15, 2017 | Blog, Financial Planning, Tax Planning, Uncategorized, What's New
June 15, 2017. By Lori Patterson: There are many emotions that accompany a job change. Excitement and anxiety tend to top the list as you mentally prepare for a new addition to your resume. When in the midst of a career move, you may be busy buttoning up old projects,...
by newcente | Mar 16, 2017 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
March 16, 2017. By Ashley Agnew: The process of divorce can be described as emotional, exhausting, and even tumultuous. Couples who are fortunate to sustain an amicable experience throughout the entire process are a rarity. By the time the day comes to sign an...
by newcente | Mar 9, 2017 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
March 9, 2017. By Courtney Faria: As we find ourselves yet again in the full-swing of tax season, we would like to post a friendly reminder regarding the distribution of your tax documents. Rest assured that we will deliver any applicable forms in a swift and...
