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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...
Guest Blog: Why Choose Personal Training

Guest Blog: Why Choose Personal Training

by newcente | Feb 13, 2019 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

February 13, 2019. By John Wolfsberg: With the time of resolutions starting to fade and sweater weather in full force, it can be difficult to justify going to the gym not only for motivational, but also for monetary reasons.  With many chain facilities boasting low...
4 Tips for Achieving Your Financial Resolutions in 2019

4 Tips for Achieving Your Financial Resolutions in 2019

by newcente | Jan 18, 2019 | Blog, Financial Planning, In The News, Uncategorized, What's New

January 18, 2019. By Olga Okaty: As a financial planner, January is always an exciting and inspiring time for me as so many of my conversations with clients center around setting financial resolutions for the year ahead to bring them closer to achieving their...
Market Commentary: Outlook and Review

Market Commentary: Outlook and Review

by newcente | Jan 9, 2019 | Blog, Business Planning, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Uncategorized, What's New

January 9, 2019. By Mark Barry: Despite strong US economic growth and a favorable environment for corporate America, the majority of asset classes struggled to deliver positive total returns for investors in 2018. While the year started off on the right foot, bearish...
Repost: Handling your 401(k) Between Jobs

Repost: Handling your 401(k) Between Jobs

by newcente | Jan 3, 2019 | Blog, Financial Planning, In The News, Uncategorized, What's New

January 3, 2019. By Centerpoint Advisors: During this time of reflection and resolutions, perhaps one of your goals for the New Year includes new employment. According to Monster.com, January is among the best months for both job seeking and hiring.  If you find...
Saving 6 Million Minds: Dr. Paul Solomon at Centerpoint

Saving 6 Million Minds: Dr. Paul Solomon at Centerpoint

by newcente | Dec 3, 2018 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New

December 3, 2018. By Ashley Agnew: Alzheimer’s Disease is a condition that unfortunately has been making its way into many of our conversations, with more families finding comfort in discussing their roles as caretakers, family members, and patients touched by the...
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