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Asset Retitling: The Missed Step in Estate Planning

Asset Retitling: The Missed Step in Estate Planning

by newcente | Mar 2, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

March 2, 2017. By Jennifer Wolfsberg: Over the last several years we as a firm have become more involved in our client’s financial organization as it pertains to family office services and wealth management.  As part of this process, we actively speak with their CPAs,...
What to Shred: Disposing of Your Financial Records

What to Shred: Disposing of Your Financial Records

by newcente | Feb 23, 2017 | Blog, Business Planning, Family Focus, Uncategorized, What's New

February 23, 2017. By Matt Okaty:  The beginning of the year is a great time to organize your financial records.  With tax season ahead, having everything organized should make filing your return a lot easier. Plus, organizing your records now rather than later will...
Should You Buy or Lease a Vehicle?

Should You Buy or Lease a Vehicle?

by newcente | Feb 16, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

February 16, 2017. By Olga Okaty: With car prices continually on the rise and integration of new features further boosting sticker prices, many drivers are wondering whether leasing a new vehicle is a better alternative to buying or financing one. While some prefer to...
Health is Wealth: Winter Motivation

Health is Wealth: Winter Motivation

by newcente | Feb 2, 2017 | Blog, Family Focus, In The News, Uncategorized, What's New

February 2, 2017. By Lori Patterson: It’s official: physical health affects financial health. With rates of health care consistently on the rise, our wallets are indeed directly impacted by your physical fitness and wellbeing, especially as we age. According to an...
Cyber-risk Breakfast Featuring Bill French

Cyber-risk Breakfast Featuring Bill French

by newcente | Jan 26, 2017 | Blog, Business Planning, Family Focus, Firm Events, In The News, Uncategorized, What's New

January 26, 2017. By Ashley Agnew: This past Tuesday we had the pleasure of hosting Bill French to discuss how individuals and businesses can protect themselves from identity theft and fraudulent activity.  Bill is the Vice President of Fidelity’s customer...
Buying a Second Home: Key Considerations

Buying a Second Home: Key Considerations

by newcente | Jan 11, 2017 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized

January 11, 2016. By Jennifer Wolfsberg: Winter is upon us in the northeast, and it is all-the-more attractive to move to a warmer climate during retirement for mental and physical well-being.  One of the difficult considerations we see with clients when they make the...
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