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Tips, Tricks, and Helpful Hints for Buying Your Next Car

Tips, Tricks, and Helpful Hints for Buying Your Next Car

by newcente | Mar 22, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

March 23, 2017. By Ashley Agnew: Spring has finally arrived and you may have the bug to replace your vehicle now that the threat of snow is (hopefully) behind us for the season.  As with any large purchase, buying a car can be just as stressful as it is exciting. ...
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...
Asset Retitling: The Missed Step in Estate Planning

Asset Retitling: The Missed Step in Estate Planning

by newcente | Mar 2, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

March 2, 2017. By Jennifer Wolfsberg: Over the last several years we as a firm have become more involved in our client’s financial organization as it pertains to family office services and wealth management.  As part of this process, we actively speak with their CPAs,...
What to Shred: Disposing of Your Financial Records

What to Shred: Disposing of Your Financial Records

by newcente | Feb 23, 2017 | Blog, Business Planning, Family Focus, Uncategorized, What's New

February 23, 2017. By Matt Okaty:  The beginning of the year is a great time to organize your financial records.  With tax season ahead, having everything organized should make filing your return a lot easier. Plus, organizing your records now rather than later will...
Tips, Tricks, and Helpful Hints for Buying Your Next Car

Should You Buy or Lease a Vehicle?

by newcente | Feb 16, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

February 16, 2017. By Olga Okaty: With car prices continually on the rise and integration of new features further boosting sticker prices, many drivers are wondering whether leasing a new vehicle is a better alternative to buying or financing one. While some prefer to...
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