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Happy Thanksgiving and Holiday Hours

Happy Thanksgiving and Holiday Hours

by newcente | Nov 21, 2022 | Blog, Family Focus, Uncategorized, wellness, What's New

Happy Thanksgiving and Holiday Hours November 21, 2022: We wish you and your families a very Happy Thanksgiving, and perhaps a return to some of the traditions that may have been missing from the past few years. One of the favorites here at the office is the tradition...
IRS Announces 2023 401(k) and IRA Limit Increases

IRS Announces 2023 401(k) and IRA Limit Increases

by newcente | Nov 15, 2022 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

IRS Announces 2023 401(k) and IRA Limit Increases November 15, 2022:  When enrolling participating in employer sponsored retirement plans and individual retirement accounts, it is important to consider how the annual contribution limits set by the IRS are calculated....
Guest Blog: SBP Plans with Daniel Kopp

Guest Blog: SBP Plans with Daniel Kopp

by newcente | Nov 8, 2022 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, In The News, Uncategorized, What's New

Guest Blog: SBP Plans with Daniel Kopp  November 8, 2022. Ashley Agnew: As we approach Veteran’s Day, we are reminded to be thankful for all those who have contributed their time to our military. As a member of a military family myself, I’m personally thankful to my...
Year End Planning and Tax Loss Harvesting

Year End Planning and Tax Loss Harvesting

by newcente | Nov 2, 2022 | Blog, Business Planning, Financial Planning, In The News, R. Anthony Norris, Tax Planning, Uncategorized, What's New

Year End Planning and Tax Loss Harvesting November 2, 2022. By Anthony Norris:  While no one wants to see red on their investment statements, and the markets have certainly provided plenty of the unfavorable hue in 2022, the ownership of down holdings can also provide...
Slowing Down During Busy Months

Slowing Down During Busy Months

by newcente | Oct 27, 2022 | Ashley R. Agnew, Blog, Family Focus, Financial Therapy, Uncategorized, wellness, What's New

Slowing Down During Busy Months October 27, 2022. By Ashley Agnew: I recently read a parenting blog that said October is a great month because it allows some time to relax before the busyness of the holiday season in the months to follow.  I’m not sure about you, but...
Q3 Commentary with J.D. Wolfsberg

Q3 Commentary with J.D. Wolfsberg

by newcente | Oct 21, 2022 | Blog, Business Planning, Equity Markets, Fixed Income Markets, In The News, John D Wolfsberg, Uncategorized, What's New

Q3 Commentary with J.D. Wolfsberg October 21, 2022: 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, Portfolio Manager, J.D. Wolfsberg CFA, CFP®, will be sharing his commentary...
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