• 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
Plan for the Next Chapter of Your Career

Plan for the Next Chapter of Your Career

by newcente | Sep 13, 2016 | Blog, Business Planning, Family Focus, Financial Planning, What's New

September 13, 2016.  By Jennifer Wolfsberg: There comes a time in life when a shift of professional interest seems to occur.  It is not an abrupt or obvious feeling, and for some it is a gradual redirection of career focus or personal interest. The self-awareness that...
Building Sound Financial Habits in College

Building Sound Financial Habits in College

by newcente | Sep 8, 2016 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

September 8, 2016. By Olga Okaty: With  college send-offs wrapping up and a new semester in full swing, parents and students are now settling into their fall routines.  As we witnessed many families in the midst of exciting college preparations this summer, a topic we...
Financially Preparing for the Death of a Spouse

Financially Preparing for the Death of a Spouse

by newcente | Aug 31, 2016 | Blog, Family Focus, Financial Planning, What's New

August 31, 2016.  By Jennifer Wolfsberg: The thought of losing a spouse is overwhelming. The life you have envisioned is suddenly upended, and the dream of growing old together is no longer in your grasp. When such tragedies occur, the spouse left behind is not only...
Do You Need to Schedule Your RMD?

Do You Need to Schedule Your RMD?

by newcente | Aug 23, 2016 | Blog, Financial Planning, Tax Planning, What's New

August 23, 2016. By Lori Patterson: It is hard to believe another summer will soon be behind us and the fall season is a mere weeks away.  As it adds color to our landscape, the autumn also adds various tasks to our already busy schedules, hectic holiday planning, and...
Intelligent Index Review, Second Quarter 2016

Intelligent Index Review, Second Quarter 2016

by newcente | Aug 18, 2016 | Blog, Equity Markets, In The News

August 18, 2016. By Richard Greene: The March rally continued into the second quarter, albeit at a slower pace, as equity markets rose steadily. This rise was disrupted in late June as the UK voted to leave the European Union, which saw global markets take a nosedive....
Talking to Teens and Young Adults About Money

Talking to Teens and Young Adults About Money

by newcente | Aug 9, 2016 | Blog, Family Focus, Financial Planning

August 9, 2016. By John Wolfsberg: The teenage years offer many opportunities to open up a discussion about financial responsibility, as children begin their first jobs and increase social activities. Financial coaching, however, extends through and beyond the college...
« 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}