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Financially Preparing for the Death of a Spouse

Financially Preparing for the Death of a Spouse

by newcente | Aug 31, 2016 | Blog, Family Focus, Financial Planning, What's New

August 31, 2016.  By Jennifer Wolfsberg: The thought of losing a spouse is overwhelming. The life you have envisioned is suddenly upended, and the dream of growing old together is no longer in your grasp. When such tragedies occur, the spouse left behind is not only...
Do You Need to Schedule Your RMD?

Do You Need to Schedule Your RMD?

by newcente | Aug 23, 2016 | Blog, Financial Planning, Tax Planning, What's New

August 23, 2016. By Lori Patterson: It is hard to believe another summer will soon be behind us and the fall season is a mere weeks away.  As it adds color to our landscape, the autumn also adds various tasks to our already busy schedules, hectic holiday planning, and...
Talking to Teens and Young Adults About Money

Talking to Teens and Young Adults About Money

by newcente | Aug 9, 2016 | Blog, Family Focus, Financial Planning

August 9, 2016. By John Wolfsberg: The teenage years offer many opportunities to open up a discussion about financial responsibility, as children begin their first jobs and increase social activities. Financial coaching, however, extends through and beyond the college...
Mortgage Rate Update: June 16, 2016

Mortgage Rate Update: June 16, 2016

by newcente | Jun 17, 2016 | Blog, Financial Planning, In The News, What's New

By Olga P. Okaty, CFP®: Following the U.S. Federal Reserve’s decision yesterday to keep interest rates steady, the Bank of Japan’s decision overnight not to add stimulus, and investors’ growing concerns regarding the impending Brexit vote next week, U.S. Treasury...
Reclaim Your Time: Build Your Advisory Board

Reclaim Your Time: Build Your Advisory Board

by newcente | May 16, 2016 | Blog, Financial Planning, What's New

Do your thoughts seem to compile and reorganize during your drive home from work? And why is it that your To-Do list seems to triple the moment your head hits the pillow?  Managing Principal Jennifer Wolfsberg addresses these daily troubles and provides the solution...
Reclaim Your Time: Build Your Advisory Board

Important Social Security Deadline is Quickly Approaching

by newcente | Apr 13, 2016 | Blog, Financial Planning, What's New

April 13, 2016. By Olga P. Okaty, CFP®, Director of Financial Planning: As you may have read in our Financial Planning Update last December, a very popular Social Security claiming strategy known as “file-and-suspend” is expiring next month, and the filing deadline to...
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