by newcente | Nov 8, 2022 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, In The News, Uncategorized, What's New
Guest Blog: SBP Plans with Daniel Kopp November 8, 2022. Ashley Agnew: As we approach Veteran’s Day, we are reminded to be thankful for all those who have contributed their time to our military. As a member of a military family myself, I’m personally thankful to my...
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...
by newcente | Sep 30, 2022 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New
Olga Okaty Presenting On Medicare On November 1, 2022 September 30, 2022: We are excited to share the information for the USA500 Club’s November Carpe Diem Class – The A, B, C’s and D’s of Medicare with Lori Howell & Olga Okaty. This virtual event...
by newcente | Oct 8, 2021 | Blog, Family Focus, Financial Planning, In The News, Matthew C. Okaty, Uncategorized, What's New
FAFSA Changes: Good News for Grandparent 529 Plans October 8, 2021: By Matthew Okaty: If you have ever filled out a federal student financial aid application (FAFSA) before, whether as the parent or the student applicant, then you know how cumbersome and daunting the...
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...
