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Charitable Giving Strategies: Many Options for Investors

Charitable Giving Strategies: Many Options for Investors

by newcente | Dec 6, 2019 | Blog, Business Planning, Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

December 6, 2019. By Courtney Summa: With the end of the year approaching, about a third of the year’s annual giving takes place. It’s wonderful to see so many people supporting worthy charitable organizations to help make a difference. Whether you support our...
Planning For Veterans and Service Members

Planning For Veterans and Service Members

by newcente | Nov 7, 2019 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New

November 7, 2019. By Anthony Norris: As Veteran’s Day approaches we are reminded 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 feelings of pride...
Prof. Alon Friedman PhD. Speaks at Centerpoint

Prof. Alon Friedman PhD. Speaks at Centerpoint

by newcente | Oct 21, 2019 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New

October 21, 2019. By Ashley Agnew: We are so very lucky to have such extraordinary higher education and research facilities domestically, with many right here in the areas in and around Boston.  With so much innovation coming out of our area, especially in healthcare,...
HSAs: An Option Worth Considering

HSAs: An Option Worth Considering

by newcente | Sep 25, 2019 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

September 25, 2019. By Matt Okaty: If you believe that the majority of your healthcare costs in retirement will be paid for by Medicare, then you may be in for a wakeup call.  According to an annual study by Fidelity, a 65-year old couple retiring this year will...
The True Investment of Higher Education

The True Investment of Higher Education

by newcente | Sep 13, 2019 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

September 13, 2019 By J.D. Wolfsberg: It was in a macroeconomics course in college that my professor asked a question that I had not previously heard a professor ask, which made me wonder if the topic was taboo. He looked around the classroom and simply asked: “So,...
Book Review: Atomic Habits by James Clear

Book Review: Atomic Habits by James Clear

by newcente | Sep 5, 2019 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Uncategorized, What's New

September 5, 2019. By Lori Patterson: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear Building good habits and breaking bad habits…it sounds easy in theory but it’s surprisingly hard in practice for most of us. In this...
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