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Olga Okaty Featured in Senior Living Blog

Olga Okaty Featured in Senior Living Blog

by newcente | Nov 9, 2018 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New

November 9, 2018.  By Ashley Agnew: Our Director of Financial Planning, Olga Okaty CFP® was recently interviewed and featured in the Senior Living Blog for A Place for Mom, a site connecting families to senior care resources. The article, “What you need to Know...
Three Financial Buckets to Fill

Three Financial Buckets to Fill

by newcente | Oct 30, 2018 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

October 30, 2018. By John Wolfsberg:  We meet often with individuals and couples at varying stages of their careers. While the range of economic profiles differ significantly from one client to the next, many clients face similar challenges. Often times we hear a...
Managing the Lost and Found Box for Your Family

Managing the Lost and Found Box for Your Family

by newcente | Sep 27, 2018 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

September 27, 2018. By Jennifer Wolfsberg: Each year there are millions of dollars lost or abandoned as families have undiscovered assets, have lost track of gifted or inherited assets, or have given up on the idea that they can redeem such assets for cash value due...
Overcoming the Obstacle of Credit Card Debt

Overcoming the Obstacle of Credit Card Debt

by newcente | Sep 21, 2018 | Blog, Financial Planning, Uncategorized, What's New

September 21, 2018. By Courtney Summa: It’s always a good feeling when you are in a strong financial position, however despite best efforts it is possible to end up in a bind. With the access to your credit card sometimes feeling like a “get out of jail free” card...
Freshman v. Senior Year College Budgeting

Freshman v. Senior Year College Budgeting

by newcente | Sep 12, 2018 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

September 12, 2018. By Anthony Norris: Attending college is a transformative time period for a young individual. College allows students to expand social circles, learn the importance of responsibility, gain independence and finally, develop healthy financial habits....
Repost: Is it Time to Schedule Your RMD

Repost: Is it Time to Schedule Your RMD

by newcente | Aug 16, 2018 | Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Original Post: August 23, 2016. By Lori Patterson: Lori originally posted this article in 2016 but yet again here we find ourselves in the tail-end of summer 2018 in need of a good reminder about Required Minimum Distributions. Read more for what you need to know...
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