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Medicare Reminders 2025

Medicare Reminders 2025

by newcente | Oct 31, 2025 | Blog, Financial Planning, Olga P. Okaty, Uncategorized, What's New

Several updates are coming next year as part of ongoing healthcare reforms.  Medicare premiums and deductibles are expected to rise modestly, while prescription drug coverage will see meaningful improvements – such as new out-of-pocket cost caps and expanded access to...
G2 Graduates: Building Leadership in Wealth Management

G2 Graduates: Building Leadership in Wealth Management

by newcente | Mar 20, 2025 | Blog, Firm Events, Mark J. Barry, Olga P. Okaty, Uncategorized, What's New

G2 Graduates: Building Leadership in Wealth Management  March 20, 2025 Congratulations to Our Graduates!  We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
Social Security Fairness Act: Key Updates for Public Pension Holders

Social Security Fairness Act: Key Updates for Public Pension Holders

by newcente | Jan 22, 2025 | Blog, Financial Planning, In The News, Olga P. Okaty, What's New

Social Security Fairness Act: Key Updates for Public Pension Holders January 22nd, 2025 Dear Clients, On January 5, 2025, President Biden enacted the bipartisan Social Security Fairness Act (SSFA), repealing the following two provisions that previously reduced Social...
Guest Blog: CDFA Impact on Mediated Divorces

Guest Blog: CDFA Impact on Mediated Divorces

by newcente | Jun 26, 2024 | Family Focus, Financial Planning, Jennifer Wolfsberg, Olga P. Okaty, Uncategorized, What's New

Guest Blog: CDFA Impact on Mediated Divorces  June 26, 2024 Jennifer Wolfsberg and Olga Okaty of Centerpoint Advisors each hold the Certified Divorce Financial Analyst® (or “CDFA®”) designation. They have helped guide several clients through post-marital...
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...
Olga Okaty Presenting on Medicare for USA500 Group

Olga Okaty Presenting on Medicare for USA500 Group

by newcente | Sep 30, 2022 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New

Olga Okaty Presenting On Medicare On November 1, 2022   September 30, 2022: We are excited to share the information for the USA500 Club’s November Carpe Diem Class – The A, B, C’s and D’s of Medicare with Lori Howell & Olga Okaty. This virtual event...
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