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Centerpoint Advisors Attends the XPX 2017 Summit

Centerpoint Advisors Attends the XPX 2017 Summit

by newcente | May 5, 2017 | Blog, Business Planning, Financial Planning, Firm Events, In The News, Uncategorized, What's New

May 5, 2017. By Ashley Agnew: Yesterday several members of our team attended the annual Exit Planning Exchange (“XPX”) Summit in Waltham.  XPX is a multi-disciplinary community of professional advisors, including Centerpoint, who work collaboratively to...
DOL Fiduciary Rule – Delayed Until June 9, 2017

DOL Fiduciary Rule – Delayed Until June 9, 2017

by newcente | Apr 12, 2017 | Blog, Business Planning, Financial Planning, In The News, Uncategorized, What's New

April 12, 2017. By Matthew Okaty:  Last year we saw the release of a major new piece of financial industry regulation, commonly known as the DOL Fiduciary Rule, which was originally scheduled to take effect this week (April 10, 2017 specifically).  If you recall from...
Tips, Tricks, and Helpful Hints for Buying Your Next Car

Tips, Tricks, and Helpful Hints for Buying Your Next Car

by newcente | Mar 22, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

March 23, 2017. By Ashley Agnew: Spring has finally arrived and you may have the bug to replace your vehicle now that the threat of snow is (hopefully) behind us for the season.  As with any large purchase, buying a car can be just as stressful as it is exciting. ...
When and Why Do I Need a CDFA?

When and Why Do I Need a CDFA?

by newcente | Mar 16, 2017 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

March 16, 2017. By Ashley Agnew: The process of divorce can be described as emotional, exhausting, and even tumultuous.  Couples who are fortunate to sustain an amicable experience throughout the entire process are a rarity.  By the time the day comes to sign an...
Client Notice: Tax Document Distribution

Client Notice: Tax Document Distribution

by newcente | Mar 9, 2017 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

March 9, 2017. By Courtney Faria:  As we find ourselves yet again in the full-swing of tax season, we would like to post a friendly reminder regarding the distribution of your tax documents. Rest assured that we will deliver any applicable forms in a swift and...
Asset Retitling: The Missed Step in Estate Planning

Asset Retitling: The Missed Step in Estate Planning

by newcente | Mar 2, 2017 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

March 2, 2017. By Jennifer Wolfsberg: Over the last several years we as a firm have become more involved in our client’s financial organization as it pertains to family office services and wealth management.  As part of this process, we actively speak with their CPAs,...
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