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Estate Planning Steps and Reminders

Estate Planning Steps and Reminders

by newcente | Jun 21, 2024 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

Estate Planning Steps and Reminders Estate planning is easy to overlook but incredibly important when designing your wealth and legacy strategy.  While an estate attorney should be your primary resource on this topic, our team sees first-hand how these oversights...
Guardianship and Alternatives for Adult Children with Disabilities or Impairments

Guardianship and Alternatives for Adult Children with Disabilities or Impairments

by newcente | Jun 13, 2022 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

Guest Blog: Guardianship Options for Adult Children  June 13, 2022: In working with clients with many levels of complexity, planning for adult children with disabilities and impairments is a very real consideration for many families. We recently had the pleasure of...
Repost: Spring Cleaning Your Finances

Repost: Spring Cleaning Your Finances

by newcente | Apr 29, 2021 | Blog, Financial Planning, Olga P. Okaty, Uncategorized, What's New

Repost: Spring Cleaning Your Finances Originally posted 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...
Guest Blog: Reviewing Life Insurance

Guest Blog: Reviewing Life Insurance

by newcente | Dec 4, 2020 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

Guest Blog: Reviewing Life Insurance December 4, 2020: Life insurance is an important element of wealth, estate, and family planning. In order to properly incorporate it into your planning, it is key to understand the level and type coverage that will best serve your...
A Convenient Way to Get Away: Timeshare Basics

A Convenient Way to Get Away: Timeshare Basics

by newcente | Jun 26, 2020 | Blog, Family Focus, Financial Planning, What's New

With days now longer and weather warmer, it is easy to slip into a daydream envisioning getaways and escaping the four walls of your home or office.  While travelers are more frequently looking for a place that provides space and relaxation rather than nightlife and...
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