by newcente | Sep 21, 2018 | Blog, Financial Planning, Uncategorized, What's New
September 21, 2018. By Courtney Summa: It’s always a good feeling when you are in a strong financial position, however despite best efforts it is possible to end up in a bind. With the access to your credit card sometimes feeling like a “get out of jail free” card...
by newcente | Jun 21, 2018 | Blog, Family Focus, Financial Planning, Uncategorized, What's New
June 21, 2018. By Courtney Summa: Life is full of adventure and surprises. Unfortunately, not all the surprises are good and can often result in significant financial distress. When those inevitably pop up it’s always nice to have a safety net to fall into, which is...
by newcente | May 14, 2018 | Blog, Family Focus, Financial Planning, Uncategorized, What's New
May 14, 2018. By Olga Okaty: With spring arriving at last and beautiful weather beckoning, it may seem daunting to undertake any spring cleaning initiatives, especially financial ones. Mid-year, however, is a perfect time to check in and self-evaluate and chip away...
by newcente | Mar 1, 2018 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New
March 1, 2018. By Olga Okaty: With higher education costs continuing to rise dramatically and over forty-five plan options to choose from, it is essential for families to be thoughtful and strategic in selecting the 529 plan that best aligns with their particular...
by newcente | Aug 31, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New
August 31, 2017. By Olga Okaty: Originally posted on September 8, 2016With college send-offs wrapping up and a new semester in full swing, parents and students are now settling into their fall routines. As we witnessed many families in the midst of exciting college...
