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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...
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...
Investing “Responsibly” with SRI and ESG Factors

Investing “Responsibly” with SRI and ESG Factors

by newcente | Dec 27, 2016 | Blog, Equity Markets, Financial Planning, In The News, Uncategorized, What's New

December 27, 2016. By Mark Barry: For many years, there has been increasing interest in Socially Responsible Investing (sometimes referred to as ethical or impact investing) from the investing public as well as institutional investors, particularly endowment and...
Buying or Refinancing a Home Post-Divorce

Buying or Refinancing a Home Post-Divorce

by newcente | Dec 22, 2016 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

December 22, 2016. By Jennifer Wolfsberg: Divorce in our country has doubled over the last 20 years among people over the age of 50. For these individuals, it can be a tough challenge to restart a new life under very different income and asset base circumstances. ...
Year-End Tax-Planning Reminders 2016

Year-End Tax-Planning Reminders 2016

by newcente | Dec 13, 2016 | Blog, Business Planning, Financial Planning, Tax Planning, Uncategorized, What's New

December 15, 2016. By Olga Okaty: One of the most prominent topics President-elect Donald Trump discussed on the campaign trail was his plan to cut taxes.  Several Republican Congressmen have presented similar tax proposals over the last few years, and with Mr. Trump...
Questions to Ask When Choosing a CPA

Questions to Ask When Choosing a CPA

by newcente | Dec 9, 2016 | Blog, Business Planning, Financial Planning, Tax Planning, Uncategorized, What's New

December 9, 2016. By John Wolfsberg: Choosing a financial professional is an important process that requires careful thought and due diligence. One of the most important financial professionals in our clients’ lives is the Certified Public Accountant (CPA). As the tax...
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