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Choosing a Vacation Destination for All Ages

Choosing a Vacation Destination for All Ages

by newcente | Feb 25, 2020 | Blog, Family Focus, Uncategorized, What's New

February 25, 2020. By Ashley Agnew:  With a minimum ten-year age difference between all of our family’s children, even a family trip consisting of just the members of our household is multigenerational.  Wishing for our next vacation to be enjoyable for all parties...
With These Rates, Should I Refinance My Mortgage?

With These Rates, Should I Refinance My Mortgage?

by newcente | Feb 18, 2020 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

February 18, 2020. By John Wolfsberg:  Mortgage rates continue to be at all time lows as the yield on the 10yr US Treasury is driven lower. This is largely attributable to several factors including a lack of inflationary pressures, expectations of a slowing economy...
Owner Occupied Rental Properties

Owner Occupied Rental Properties

by newcente | Feb 4, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

February 4, 2020. By Anthony Norris: Getting into real estate investing can be challenging, especially if you have limited experience and resources. A good starting point, however, may be to research the value of owner-occupied properties. This style of living...
Home Purchase in Boston? Use This Tax Exemption

Home Purchase in Boston? Use This Tax Exemption

by newcente | Jan 31, 2020 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

January 31, 2020. By J.D. Wolfsberg: With it’s large number of universities, historic beauty, and booming industry, the city of Boston has a built in growth engine for population. According to the Greater Boston Association of Realtors and as seen in their chart...
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...
Addressing Compassionate Caregiving Burnout

Addressing Compassionate Caregiving Burnout

by newcente | Jan 17, 2020 | Blog, Family Focus, In The News, Uncategorized, What's New

January 17, 2020. By Jennifer Wolsfberg:  At some point in our lives, we all find ourselves taking on the role of a caregiver for a loved one.  This can take many forms, with most cases involving caring for a child, spouse, parent or friend.   Whether the catalyst...
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