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The Executor and Personal Representative’s Checklist

The Executor and Personal Representative’s Checklist

by newcente | Oct 27, 2017 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

October 27, 2017. By Olga Okaty: Being named the executor of a loved one’s Will is a role that entails tremendous trust and legal responsibility.  The executor (also known as a personal representative in some states) is entrusted to carry out the decedent’s last...
Traditional 401(k) Plan vs. Roth 401(k) Plan

Traditional 401(k) Plan vs. Roth 401(k) Plan

by newcente | Oct 3, 2017 | Blog, Financial Planning, Tax Planning, Uncategorized, What's New

October 3, 2017. By Lori Patterson: When people hear these words, anxiety can set in quickly. Unless you are employed in an industry where you work directly with these types of plans and have developed an understanding of them, it’s likely that you too have...
Guest Blog: Should You Establish a Florida Domicile?

Guest Blog: Should You Establish a Florida Domicile?

by newcente | Sep 28, 2017 | Blog, Financial Planning, Tax Planning, Uncategorized, What's New

September 28, 2017. Courtesy of Patricia E. Malley, Esq., Greif & Litwak, P.C. As summer winds down and winter draws near, many New England residents will soon travel to Florida to escape the unpredictable New England winter climate. Warm weather is not the only...
How to Handle your 401(k) When Changing Jobs

How to Handle your 401(k) When Changing Jobs

by newcente | Jun 15, 2017 | Blog, Financial Planning, Tax Planning, Uncategorized, What's New

June 15, 2017. By Lori Patterson: There are many emotions that accompany a job change. Excitement and anxiety tend to top the list as you mentally prepare for a new addition to your resume. When in the midst of a career move, you may be busy buttoning up old projects,...
When and Why Do I Need a CDFA?

When and Why Do I Need a CDFA?

by newcente | Mar 16, 2017 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

March 16, 2017. By Ashley Agnew: The process of divorce can be described as emotional, exhausting, and even tumultuous.  Couples who are fortunate to sustain an amicable experience throughout the entire process are a rarity.  By the time the day comes to sign an...
Client Notice: Tax Document Distribution

Client Notice: Tax Document Distribution

by newcente | Mar 9, 2017 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

March 9, 2017. By Courtney Faria:  As we find ourselves yet again in the full-swing of tax season, we would like to post a friendly reminder regarding the distribution of your tax documents. Rest assured that we will deliver any applicable forms in a swift and...
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