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Freshman v. Senior Year College Budgeting

Freshman v. Senior Year College Budgeting

by newcente | Sep 12, 2018 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

September 12, 2018. By Anthony Norris: Attending college is a transformative time period for a young individual. College allows students to expand social circles, learn the importance of responsibility, gain independence and finally, develop healthy financial habits....
Review: The Life-Changing Magic of Tidying Up

Review: The Life-Changing Magic of Tidying Up

by newcente | Sep 7, 2018 | Blog, Family Focus, Uncategorized, What's New

September 7, 2018. By Lori Patterson: For many, the act of tidying is a dreaded chore and unpleasant experience. It may bring to mind the daunting tasks of spring cleaning, decluttering and trips to the local donation bin. Since we expect to tidy in this manner on a...
Olga Okaty Volunteers at Free Fun Friday in Concord

Olga Okaty Volunteers at Free Fun Friday in Concord

by newcente | Aug 31, 2018 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New

August 31, 2018. By Olga Okaty: As part of our Year of Giving charitable initiative, I had the pleasure of joining a collaboration between two fantastic organizations, the Highland Street Foundation and The Trustees of Reservations, and volunteering at their Free Fun...
Exchange Traded Funds or Mutual Funds?

Exchange Traded Funds or Mutual Funds?

by newcente | Aug 23, 2018 | Blog, Equity Markets, In The News, Tax Planning, Uncategorized, What's New

August 23, 2018. By J.D. Wolfsberg: No one can accuse the financial world of being predictable. As the landscape continuously changes, so do the investment vehicles and products offered.  Many investors feel they are better off purchasing a fund or ‘basket’ of...
Repost: Is it Time to Schedule Your RMD

Repost: Is it Time to Schedule Your RMD

by newcente | Aug 16, 2018 | Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Original Post: August 23, 2016. By Lori Patterson: Lori originally posted this article in 2016 but yet again here we find ourselves in the tail-end of summer 2018 in need of a good reminder about Required Minimum Distributions. Read more for what you need to know...
Guest Blog: “Prepare for Landing” by Ashley Niemiec

Guest Blog: “Prepare for Landing” by Ashley Niemiec

by newcente | Aug 7, 2018 | Blog, Family Focus, In The News, Uncategorized, What's New

August 7, 2018. By Jennifer Wolfsberg: In our conversations with clients, colleagues, and professional acquaintances the topic often emerges of moving abroad. The exciting undertaking can also be daunting, with many obstacles getting from point ‘A’ to point ‘B’ amidst...
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