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Book Review: Atomic Habits by James Clear

Book Review: Atomic Habits by James Clear

by newcente | Sep 5, 2019 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Uncategorized, What's New

September 5, 2019. By Lori Patterson: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear Building good habits and breaking bad habits…it sounds easy in theory but it’s surprisingly hard in practice for most of us. In this...
How to Semi-Retire Successfully

How to Semi-Retire Successfully

by newcente | Aug 22, 2019 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

August 22, 2019. By Olga Okaty: Every day roughly 10,000 people retire in the United States, and this number is steadily increasing year after year. Average census projections predict that by 2030 this number will increase to around 12,000 people daily, as the boomer...
Ashley Agnew Moderates Crisis Communication Panel

Ashley Agnew Moderates Crisis Communication Panel

by newcente | Aug 1, 2019 | Blog, Business Planning, Firm Events, In The News, Uncategorized, What's New

August 1, 2019. By Ashley Agnew: As a firm we constantly search for new learning opportunities.  This includes not only formal continuing education, but also learning from our peers in our own and related industries.  Several Centerpoint employees are...
Global Spotlight: US-China Trade Recap

Global Spotlight: US-China Trade Recap

by newcente | Jun 4, 2019 | Blog, Business Planning, In The News, Uncategorized, What's New

June 4, 2019. By Mark Barry: For over a year the United States and China have been engaged in a contentious trade dispute, as the United States has taken a more assertive approach in an attempt to address what it views as unfair Chinese trade practices. Namely these...
Pre and Post-Sale Wealth Planning Strategies

Pre and Post-Sale Wealth Planning Strategies

by newcente | Apr 4, 2019 | Blog, Business Planning, Financial Planning, Firm Events, In The News, Uncategorized, What's New

April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint has become increasingly involved with helping clients through the processes involved with business sales and like transactions. In our relationships with these entrepreneurial spirited clients,...
Client Notice: Tax Documents and Trusted Contacts

Client Notice: Tax Documents and Trusted Contacts

by newcente | Feb 27, 2019 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

February 27, 2019. By Courtney Summa: With tax season upon us and accountants quickly filling their schedules, we wanted to provide an update regarding the delivery of your tax documents and the recent request for trusted contact designations: Tax Document Delivery...
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