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Reflect and Plan to Save on Travel

Reflect and Plan to Save on Travel

by newcente | Feb 28, 2023 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, In The News, Uncategorized, wellness, What's New

Plan Ahead, and Reflect, to Save on Travel February 28, 2023: In our discussions with family, friends, clients, and colleagues, there is an ongoing theme that while still young in the year, many individuals and families have already found 2023 to be very busy and very...
Mark Barry Shares 4th Quarter Commentary, 2023 Outlook

Mark Barry Shares 4th Quarter Commentary, 2023 Outlook

by newcente | Feb 9, 2023 | Blog, Equity Markets, Fixed Income Markets, In The News, Mark J. Barry, Uncategorized, What's New

Q4 Commentary and 2023 Outlook with Mark Barry February 9, 2023: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be...
Client Notice: 2022 Tax Document Delivery

Client Notice: 2022 Tax Document Delivery

by newcente | Jan 27, 2023 | Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Friendly Reminder: Online Safety During Tax Season March 24, 2023 We hope that this post finds our readers and their families well, and are excited as we are about the onset of spring. With the spring season also being tax season, we wanted to share a brief reminder...
SECURE 2.0 and Retirement Planning Updates

SECURE 2.0 and Retirement Planning Updates

by newcente | Jan 9, 2023 | Blog, Family Focus, Financial Planning, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New

SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
Increased Retirement Plan Contribution Limits for 2023

Increased Retirement Plan Contribution Limits for 2023

by newcente | Dec 30, 2022 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Retirement Saving on Your List of Resolutions? Good News for 2023.  December 30, 2022: The season of resolutions is upon us. For investors with the goal of boosting retirement account balances on their list, the IRS’s announcement on October 21, 2022 brings good news....
Season’s Greetings and Holiday Hours

Season’s Greetings and Holiday Hours

by newcente | Dec 23, 2022 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New

Season’s Greetings and Holiday Hours December 23, 2022  Season’s Greetings.  2022 provided us another year of being able to say that this has certainly been like no other. Yet again citizens around the globe were faced with uncertainty and unknowns,...
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