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Repost: The Benefits of Kindness and Compassion

Repost: The Benefits of Kindness and Compassion

by newcente | Jul 23, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New

Given the challenges faced by so many in the current environment, we thought we would repost an article recapping one of our favorite in-house events featuring Dr. Tara Cousineau speaking about her book “The Kindness Cure”. If you did not have a chance to read when it...
Social Security Myths- Olga featured in U.S. News Article

Social Security Myths- Olga featured in U.S. News Article

by newcente | Jul 13, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New

Navigating Social Security benefits can be challenging.  Numerous filing options, frequent regulation changes, and an abundance of fine print are just a few of the obstacles facing filers. Aside from these, there are also several myths and misconceptions facing...
Wealth Transfer: More than Just Assets

Wealth Transfer: More than Just Assets

by newcente | Jul 8, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New

In dealing with families on a holistic planing level, we often provide guidance on wealth transfer.  Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in...
Holiday Hours and Market Schedule

Holiday Hours and Market Schedule

by newcente | Jul 2, 2020 | Blog, Firm Events, In The News, What's New

Kindly note that we will be following the market schedule in observance of the holiday, and our office will be closed at 4:00pm on Thursday, July 2nd and for the full day on Friday, July 3rd. We will resume normal business hours on July 6th. We wish everyone a safe...
Business Re-entry: Risk and Insurance Considerations

Business Re-entry: Risk and Insurance Considerations

by newcente | Jun 18, 2020 | Blog, Business Planning, Firm Events, In The News, What's New

While the past few months have been an extremely difficult and unprecedented time for everyone, things are starting to look a little more hopeful now as businesses start to reopen and people return to work.  There are still a lot of challenges, however, that...
Resources for Hurricane Season along the Atlantic

Resources for Hurricane Season along the Atlantic

by newcente | Jun 9, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, What's New

With the official start of hurricane season along the Atlantic Ocean only recently behind us, it is a good time for homeowners in the area to revisit safety and risk concerns. The season runs from June 1st through November 30th, and an active year is anticipated:...
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