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5 Quick Ways to ‘Spring Clean’ Your Finances

5 Quick Ways to ‘Spring Clean’ Your Finances

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...
5 Key Terms You Need to Know for College Prep

5 Key Terms You Need to Know for College Prep

by newcente | May 1, 2018 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

May 1, 2018. By John Wolfsberg: Navigating through a sea of acronyms, preparing for college can be a daunting and sometimes difficult task.  As with most undertakings, early preparation can ease the process, but whether your student is in their later years of high...
Choosing the Right 529 Plan for Education Savings

Choosing the Right 529 Plan for Education Savings

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...
Using Home Inspection as a Proactive Tool

Using Home Inspection as a Proactive Tool

by newcente | Feb 20, 2018 | Blog, Family Focus, Uncategorized, What's New

February 20, 2018. By Jennifer Wolfsberg: We often connect the thought of hiring of a home inspector only to the context of a new home purchase to ensure the offer we are making on a home does not come with unforeseen surprises. In hiring a good inspector, we learn...
Helping Service Members Navigate Financial Planning

Helping Service Members Navigate Financial Planning

by newcente | Nov 9, 2017 | Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder to reflect upon and thank those who have so bravely served our country.  With past and present service members in our own firm and families, the holiday carries both feelings of pride and respect in...
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