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Inheriting Individual Retirement Accounts

Inheriting Individual Retirement Accounts

by newcente | Jan 3, 2018 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

January 3, 2018. By Lori Patterson: IRA (Individual Retirement Account) owners have the option of listing one or more beneficiaries and the percentage of the assets they will leave to each heir. Depending on the relationship of the owner and the beneficiary of the...
Tax Reform Update, November 2017

Tax Reform Update, November 2017

by newcente | Nov 30, 2017 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

November 30, 2017. By Mark Barry:  As we near the end of 2017, Washington’s efforts to pass tax reform legislation have dominated headlines, with Congress working on the final iterations of the Tax Cuts and Jobs Act.  A central piece of the Trump administration’s...
Helping Service Members Navigate Financial Planning

Helping Service Members Navigate Financial Planning

by newcente | Nov 9, 2017 | Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder 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 both feelings of pride and respect in...
The Executor and Personal Representative’s Checklist

The Executor and Personal Representative’s Checklist

by newcente | Oct 27, 2017 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

October 27, 2017. By Olga Okaty: Being named the executor of a loved one’s Will is a role that entails tremendous trust and legal responsibility.  The executor (also known as a personal representative in some states) is entrusted to carry out the decedent’s last...
The Important To-do’s after the “I Do’s”

The Important To-do’s after the “I Do’s”

by newcente | Oct 20, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

October 20, 2017. By Courtney Summa: After months of planning each detail of your wedding, your big day finally came! It was beautiful and magical and went by far too fast.  With the moment behind you, what tasks now require the commitment of your spare time?  The...
Traditional 401(k) Plan vs. Roth 401(k) Plan

Traditional 401(k) Plan vs. Roth 401(k) Plan

by newcente | Oct 3, 2017 | Blog, Financial Planning, Tax Planning, Uncategorized, What's New

October 3, 2017. By Lori Patterson: When people hear these words, anxiety can set in quickly. Unless you are employed in an industry where you work directly with these types of plans and have developed an understanding of them, it’s likely that you too have...
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