• 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
Houseguests with Less Stress this Holiday Season

Houseguests with Less Stress this Holiday Season

by newcente | Dec 7, 2017 | Blog, Family Focus, Uncategorized, What's New

December 7, 2017. By John Wolfsberg: Thanksgiving launches the official kick-off to the holiday season as we enjoy crisp weather, the heart of the football season, warm apple pie, and…houseguests. Whether it is in your game plan to host or be hosted, here are a few...
Helping Service Members Navigate Financial Planning

Helping Service Members Navigate Financial Planning

by newcente | Nov 9, 2017 | Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder to reflect upon and thank those who have so bravely served our country.  With past and present service members in our own firm and families, the holiday carries both feelings of pride and respect in...
Protecting Children Against Identity Theft

Protecting Children Against Identity Theft

by newcente | Nov 2, 2017 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New

November 2, 2017. By Ashley Agnew: A new baby blesses her family with a newfound joy and love with each smile, coo, and cry. Just over three short months ago my own family was blessed with a new addition with the birth of my daughter. Accompanying the joy of a baby is...
The Executor and Personal Representative’s Checklist

The Executor and Personal Representative’s Checklist

by newcente | Oct 27, 2017 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

October 27, 2017. By Olga Okaty: Being named the executor of a loved one’s Will is a role that entails tremendous trust and legal responsibility.  The executor (also known as a personal representative in some states) is entrusted to carry out the decedent’s last...
The Important To-do’s after the “I Do’s”

The Important To-do’s after the “I Do’s”

by newcente | Oct 20, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

October 20, 2017. By Courtney Summa: After months of planning each detail of your wedding, your big day finally came! It was beautiful and magical and went by far too fast.  With the moment behind you, what tasks now require the commitment of your spare time?  The...
The Ins and Outs of On-Campus Living

The Ins and Outs of On-Campus Living

by newcente | Sep 6, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

September 6, 2017. By John Wolfsberg:  It is hard to believe that summer is quickly coming to an end and with this comes back-to-school planning.  I know that many parents are relieved to move back to a set schedule and familiar routine for their households after a...
« Older Entries
Next Entries »

Blog Categories

  • Blog
  • In The News
  • Uncategorized

Blog Tags

Car Insurance General Insurance Health Insurance holiday holiday hours 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}