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4 Tips for Achieving Your Financial Resolutions in 2019

4 Tips for Achieving Your Financial Resolutions in 2019

by newcente | Jan 18, 2019 | Blog, Financial Planning, In The News, Uncategorized, What's New

January 18, 2019. By Olga Okaty: As a financial planner, January is always an exciting and inspiring time for me as so many of my conversations with clients center around setting financial resolutions for the year ahead to bring them closer to achieving their...
Saving 6 Million Minds: Dr. Paul Solomon at Centerpoint

Saving 6 Million Minds: Dr. Paul Solomon at Centerpoint

by newcente | Dec 3, 2018 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New

December 3, 2018. By Ashley Agnew: Alzheimer’s Disease is a condition that unfortunately has been making its way into many of our conversations, with more families finding comfort in discussing their roles as caretakers, family members, and patients touched by the...
Olga Okaty Featured in Senior Living Blog

Olga Okaty Featured in Senior Living Blog

by newcente | Nov 9, 2018 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New

November 9, 2018.  By Ashley Agnew: Our Director of Financial Planning, Olga Okaty CFP® was recently interviewed and featured in the Senior Living Blog for A Place for Mom, a site connecting families to senior care resources. The article, “What you need to Know...
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...
Overcoming the Obstacle of Credit Card Debt

Overcoming the Obstacle of Credit Card Debt

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...
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