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Client Notice: Important Tax Document Information

Client Notice: Important Tax Document Information

by newcente | Jan 22, 2020 | Blog, Business Planning, Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

January 22, 2020. By Kevin Donohue: With the 2020 tax season upon us and return deadlines approaching, Centerpoint Advisors would like to make this-time as seamless and stress free as possible for our clients. We work closely with our custodian to consolidate and...
Strategies from the SECURE Act and TCDR Act

Strategies from the SECURE Act and TCDR Act

by newcente | Jan 10, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

January 10, 2020. By Olga Okaty:  In the final weeks of 2019, two important pieces of legislation – the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) and the Taxpayer Certainty and Disaster Relief Act of 2019 (the TCDR Act) were passed by...
Charitable Giving Strategies: Many Options for Investors

Charitable Giving Strategies: Many Options for Investors

by newcente | Dec 6, 2019 | Blog, Business Planning, Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

December 6, 2019. By Courtney Summa: With the end of the year approaching, about a third of the year’s annual giving takes place. It’s wonderful to see so many people supporting worthy charitable organizations to help make a difference. Whether you support our...
Commentary: A Closer Look at Q3 Earnings

Commentary: A Closer Look at Q3 Earnings

by newcente | Nov 19, 2019 | Blog, Business Planning, Equity Markets, In The News, Uncategorized, What's New

November 19, 2019. By Mark Barry: The macro picture has become more supportive for US equity markets in recent weeks. Economic data is suggesting continued growth, monetary policy is becoming more accommodative, and rhetoric from the US and China indicates a possible...
Article Review: Self-Defense Against Scams

Article Review: Self-Defense Against Scams

by newcente | Oct 3, 2019 | Blog, Business Planning, Family Focus, In The News, Uncategorized, What's New

October 3, 2019. By Jennifer Wolfsberg: Just when you think you have heard them all, opted out of every list, and blocked every unknown address, your junk mailbox erupts or you pick up the phone only to hear an AI operator promising to forgive your student loan, make...
HSAs: An Option Worth Considering

HSAs: An Option Worth Considering

by newcente | Sep 25, 2019 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

September 25, 2019. By Matt Okaty: If you believe that the majority of your healthcare costs in retirement will be paid for by Medicare, then you may be in for a wakeup call.  According to an annual study by Fidelity, a 65-year old couple retiring this year will...
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