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Jennifer Wolfsberg Volunteers at Winslow Farm

Jennifer Wolfsberg Volunteers at Winslow Farm

by newcente | Mar 22, 2018 | Blog, Family Focus, Firm Events, Uncategorized, What's New

March 22, 2018. By Jennifer Wolfsberg: Without a doubt it is well known that we are a family of animal lovers.  Our own furry friend, a Shih Tzu named Darby, melts our hearts every day and brings us such joy.  In support of Centerpoint’s Year of Giving charitable...
Book Review: “The Perfect Mix” by Helen Rothberg

Book Review: “The Perfect Mix” by Helen Rothberg

by newcente | Mar 15, 2018 | Blog, Firm Events, In The News, Uncategorized, What's New

March 15, 2018. By Lori Patterson: “Leadership is more than management”. This theme is repeated time and again in: The Perfect Mix: Everything I Know About Leadership I Learned as a Bartender. In this book by Helen Rothberg, PhD she describes how interacting with...
Centerpoint Working Remotely on 3/13/18

Centerpoint Working Remotely on 3/13/18

by newcente | Mar 12, 2018 | Blog, Firm Events, In The News, Uncategorized, What's New

March 11, 2018: In preparation for the coming storm, kindly note that the Centerpoint Advisors office in Needham will be closed on Tuesday, March 13th.  Our team will be working remotely and able to assist on all client matters via telephone and e-mail, however some...
Understanding Target Date Funds

Understanding Target Date Funds

by newcente | Mar 6, 2018 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

March 6, 2018. By Mark Barry: A target-date fund (also known as a life cycle fund) is a mutual fund in the hybrid category that automatically resets the asset mix of stocks, bonds and other investments according to a specific time frame. Typically, this time frame is...
Choosing the Right 529 Plan for Education Savings

Choosing the Right 529 Plan for Education Savings

by newcente | Mar 1, 2018 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

March 1, 2018. By Olga Okaty: With higher education costs continuing to rise dramatically and over forty-five plan options to choose from, it is essential for families to be thoughtful and strategic in selecting the 529 plan that best aligns with their particular...
Using Home Inspection as a Proactive Tool

Using Home Inspection as a Proactive Tool

by newcente | Feb 20, 2018 | Blog, Family Focus, Uncategorized, What's New

February 20, 2018. By Jennifer Wolfsberg: We often connect the thought of hiring of a home inspector only to the context of a new home purchase to ensure the offer we are making on a home does not come with unforeseen surprises. In hiring a good inspector, we learn...
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