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Client Notice: 2020 Year End Reminders

Client Notice: 2020 Year End Reminders

by newcente | Dec 11, 2020 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Client Notice: Year-end Reminders December11, 2020: With additional responsibilities placed on so many right now, we wanted to share a concise list of considerations for year-end planning and an easy reference for frequently asked questions:    IRA, SEP IRA, and...
The Refinancing Landscape: What To Expect

The Refinancing Landscape: What To Expect

by newcente | Sep 24, 2020 | Blog, Financial Planning, In The News, What's New

With interest rates hovering at historic lows, mortgage brokers, lenders, and bankers are busier than ever as real estate owners rush to refinance and first time buyers flood the housing market to take advantage of the long-term cost savings associated with reduced...
Fed Anticipates Near-Zero Rates for 3+ Years

Fed Anticipates Near-Zero Rates for 3+ Years

by newcente | Sep 16, 2020 | Blog, Financial Planning, Fixed Income Markets, In The News, What's New

Bloomberg reported today that the Federal Reserve expects to hold rates steady through 2023 until inflation reaches 2% in effort to help the economy recover from the pandemic. Fed Chair Jerome Powell and other Fed officials have stated in recent weeks that a full...
Back to School Blues? Time to Talk About It.

Back to School Blues? Time to Talk About It.

by newcente | Sep 3, 2020 | Blog, Family Focus, In The News, What's New

Back to School looks very different this year, and for some this is a wild understatement. As my husband and I were recently driving home after bringing our daughter to college, we couldn’t help but chat about the changing landscape in education, and we are thankful...
Make My Money Work For Me

Make My Money Work For Me

by newcente | Aug 26, 2020 | Blog, Family Focus, Financial Planning, In The News, What's New

In our conversations with prospective clients, young professionals, and referring advisors, we often hear the statement “I want to make my money work for me”. What does this mean? Perhaps different things to different investors, however in its simplest form it can be...
LFH: Realities and Tips for Life From Home

LFH: Realities and Tips for Life From Home

by newcente | Aug 19, 2020 | Blog, Family Focus, In The News, What's New

After months of basically quarantining as a family with little ones and elderly parents, you can generally add FH to anything for us- work from home, school from home, workout from home, therapy from home, you name it.  And we know that we are not alone with so many...
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