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Jennifer Wolfsberg Featured on XPX Panel

Jennifer Wolfsberg Featured on XPX Panel

by newcente | Jan 29, 2021 | Ashley R. Agnew, Blog, Business Planning, Financial Planning, Firm Events, In The News, Jennifer Wolfsberg, Uncategorized, What's New

Featured Panel: When Advisors Collide January 28, 2020. By Ashley Agnew: A business transition is an emotional time for a business owner and tensions can run high while they navigate the many layers and demands of the process. With multiple advisors necessary to...
2nd Stimulus Bill Updates and Planning Opportunities

2nd Stimulus Bill Updates and Planning Opportunities

by newcente | Jan 6, 2021 | Blog, Business Planning, Financial Planning, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New

Second Stimulus Bill: Updates and Planning Opportunities January 6, 2021. By Olga Okaty: The second stimulus bill recently passed by Congress and signed by the President enhances and expands a number of economic relief measures and tax provisions that will bring much...
Business Re-entry: Risk and Insurance Considerations

Business Re-entry: Risk and Insurance Considerations

by newcente | Jun 18, 2020 | Blog, Business Planning, Firm Events, In The News, What's New

While the past few months have been an extremely difficult and unprecedented time for everyone, things are starting to look a little more hopeful now as businesses start to reopen and people return to work.  There are still a lot of challenges, however, that...
Resources for Hurricane Season along the Atlantic

Resources for Hurricane Season along the Atlantic

by newcente | Jun 9, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, What's New

With the official start of hurricane season along the Atlantic Ocean only recently behind us, it is a good time for homeowners in the area to revisit safety and risk concerns. The season runs from June 1st through November 30th, and an active year is anticipated:...
Jennifer Wolfsberg Featured on XPX Panel

Finding Power in the Pivot: Resources for Change

by newcente | Apr 30, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, What's New

Anyone who has played or is a fan of basketball knows the power of the pivot. I was recently watching a classic basketball game (I’m missing live sports these days, but admittedly loving the ESPN throwbacks) and thought of the how the analogy of this move relates to...
Fairway Provides Update on Mortgage Industry

Fairway Provides Update on Mortgage Industry

by newcente | Apr 24, 2020 | Blog, Business Planning, Financial Planning, In The News, What's New

Fairway Mortgage recently hosted a webinar regarding the current state of the mortgage industry and what their business is doing to maintain business operations during these trying times. The webinar was hosted by Senior Vice President Amy Slotnick, who has over 30...
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