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Make My Money Work For Me

Make My Money Work For Me

by newcente | Aug 26, 2020 | Blog, Family Focus, Financial Planning, In The News, What's New

In our conversations with prospective clients, young professionals, and referring advisors, we often hear the statement “I want to make my money work for me”. What does this mean? Perhaps different things to different investors, however in its simplest form it can be...
LFH: Realities and Tips for Life From Home

LFH: Realities and Tips for Life From Home

by newcente | Aug 19, 2020 | Blog, Family Focus, In The News, What's New

After months of basically quarantining as a family with little ones and elderly parents, you can generally add FH to anything for us- work from home, school from home, workout from home, therapy from home, you name it.  And we know that we are not alone with so many...
Planning for Home Improvements

Planning for Home Improvements

by newcente | Aug 3, 2020 | Blog, Family Focus, Financial Planning, What's New

With summer activities now limited and more time spent at home, it can be tempting to give in to daydreams of home renovations, revamping décor, and the completion of overdue projects.  While the may be excess funds in the bank account from the slow moving summer,...
Repost: The Benefits of Kindness and Compassion

Repost: The Benefits of Kindness and Compassion

by newcente | Jul 23, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New

Given the challenges faced by so many in the current environment, we thought we would repost an article recapping one of our favorite in-house events featuring Dr. Tara Cousineau speaking about her book “The Kindness Cure”. If you did not have a chance to read when it...
Social Security Myths- Olga featured in U.S. News Article

Social Security Myths- Olga featured in U.S. News Article

by newcente | Jul 13, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New

Navigating Social Security benefits can be challenging.  Numerous filing options, frequent regulation changes, and an abundance of fine print are just a few of the obstacles facing filers. Aside from these, there are also several myths and misconceptions facing...
Wealth Transfer: More than Just Assets

Wealth Transfer: More than Just Assets

by newcente | Jul 8, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New

In dealing with families on a holistic planing level, we often provide guidance on wealth transfer.  Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in...
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