by newcente | Nov 15, 2022 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
IRS Announces 2023 401(k) and IRA Limit Increases November 15, 2022: When enrolling participating in employer sponsored retirement plans and individual retirement accounts, it is important to consider how the annual contribution limits set by the IRS are calculated....
by newcente | Jun 7, 2021 | Ashley R. Agnew, Blog, Lori D. Patterson, Uncategorized, What's New
401k Reminders: Roth, Traditional, Contribution Limits. June 7, 2021 The circumstances of the past year have resulted in many employees seeking new employment opportunities. In tandem we have seen an increase in the amount of questions we have been receiving...
by newcente | Jan 3, 2019 | Blog, Financial Planning, In The News, Uncategorized, What's New
January 3, 2019. By Centerpoint Advisors: During this time of reflection and resolutions, perhaps one of your goals for the New Year includes new employment. According to Monster.com, January is among the best months for both job seeking and hiring. If you find...
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 | 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,...
