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Student Loan Forgiveness Update and Reminders

Student Loan Forgiveness Update and Reminders

by newcente | Oct 17, 2022 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

Student Loan Forgiveness Update and Reminders October 17, 2022: By Ashley Agnew: In August, President Biden announced $10,000 of debt relief per federal student loan borrower for those who did not attend college on Pell Grants and $20,000 for those who did. While we...
Olga Featured in Scholarship America Article

Olga Featured in Scholarship America Article

by newcente | Jun 20, 2019 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New

June 20, 2019. By Ashley Agnew. As our work increasingly involves engaging with the next generation as they prepare for, enter, experience, and exit college, we have conducted extensive research into ways to help these young adults build sound financial habits. Our...
Three Financial Buckets to Fill

Three Financial Buckets to Fill

by newcente | Oct 30, 2018 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

October 30, 2018. By John Wolfsberg:  We meet often with individuals and couples at varying stages of their careers. While the range of economic profiles differ significantly from one client to the next, many clients face similar challenges. Often times we hear a...
The Executor and Personal Representative’s Checklist

The Executor and Personal Representative’s Checklist

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...
Olga Featured in Scholarship America Article

The Hidden Issue in Higher Education

by newcente | May 11, 2017 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

May 11, 2017. By Jennifer Wolfsberg: Graduation season brings wonderful memories to many of us. Memories of classmates that became lifelong friends, dynamic professors and mentors, and coursework that changed our outlook and laid the path for what would later become...
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