• Home
  • Who We Are
    • Why Centerpoint?
    • Meet The Team
  • Our Services
    • Investment Management
    • Financial Planning
    • Family Office Services
  • Insights / Resources
    • Articles
    • Legal and Compliance
  • Client Portal
    • My Center Portal
    • Fidelity
  • Contact
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...
Should You Buy or Lease a Vehicle?

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...
Fixed Income Review, Fourth Quarter 2016

Fixed Income Review, Fourth Quarter 2016

by newcente | Feb 9, 2017 | Blog, Fixed Income Markets, In The News, Uncategorized, What's New

February 9, 2017.  By John Wolfsberg: After bottoming in the first half of 2016, interest rates rose sharply in the fourth quarter following the surprise victory of Donald Trump in the U. S. presidential election. Rates had entered the quarter on a slow upward...
« Older Entries
Next Entries »

Blog Categories

  • Blog
  • In The News
  • Uncategorized

Blog Tags

Car Insurance General Insurance Health Insurance holiday holiday hours Life Insurance market hours Thanksgiving

Related Blogs

  • From Prototype to Production: How Composite Manufacturers Scale for OEM Clients
  • Upcoming Office Closures & Holiday Hours
  • Medicare Reminders 2025
  • Upcoming Office Closures & Holiday Hours
  • 2nd Quarter Commentary and 2025 Outlook
Contact Us

© 2025 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Clearing & Custody Solutions® is a service provider to Centerpoint Advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Manage Consent

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}