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Strategies from the SECURE Act and TCDR Act

Strategies from the SECURE Act and TCDR Act

by newcente | Jan 10, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

January 10, 2020. By Olga Okaty:  In the final weeks of 2019, two important pieces of legislation – the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) and the Taxpayer Certainty and Disaster Relief Act of 2019 (the TCDR Act) were passed by...
Charitable Giving Strategies: Many Options for Investors

Charitable Giving Strategies: Many Options for Investors

by newcente | Dec 6, 2019 | Blog, Business Planning, Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

December 6, 2019. By Courtney Summa: With the end of the year approaching, about a third of the year’s annual giving takes place. It’s wonderful to see so many people supporting worthy charitable organizations to help make a difference. Whether you support our...
HSAs: An Option Worth Considering

HSAs: An Option Worth Considering

by newcente | Sep 25, 2019 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

September 25, 2019. By Matt Okaty: If you believe that the majority of your healthcare costs in retirement will be paid for by Medicare, then you may be in for a wakeup call.  According to an annual study by Fidelity, a 65-year old couple retiring this year will...
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...
Behind the Scenes: Client Service and Reporting

Behind the Scenes: Client Service and Reporting

by newcente | Jul 25, 2019 | Blog, Firm Events, Tax Planning, Uncategorized, What's New

July 25, 2019. By Courtney Summa: When someone asks me what my role entails at Centerpoint Advisors, my general response is that I work primarily on the reporting side of investment management, even though my responsibilities include much more than report preparation....
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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