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Learning to Save Lives: Our Team’s CPR/AED Training Experience

Learning to Save Lives: Our Team’s CPR/AED Training Experience

by newcente | Jun 6, 2025 | Blog, Firm Events, Uncategorized, wellness, What's New

At Centerpoint Advisors, we believe that personal growth doesn’t just happen behind a desk—it happens when we step out of our comfort zones, learn something new, and come together as a team. That’s exactly what we did recently when our entire team participated in CPR...
Spring Cleaning Your Finances: Five Steps to a Fresh Start

Spring Cleaning Your Finances: Five Steps to a Fresh Start

by newcente | May 12, 2025 | Financial Planning, Laura Lopez, Uncategorized, wellness

Spring is a time of renewal. Many of us are clearing the clutter in our homes and looking for a fresh start. While you may be organizing your closet or deep cleaning your kitchen, don’t forget to dedicate a little time to another area that deserves your attention:...
Do Kids Really Need to Know About the Economy?

Do Kids Really Need to Know About the Economy?

by newcente | Apr 8, 2025 | Blog, Family Focus, In The News, Uncategorized, wellness, What's New

Imagine you wake up one day, and though you are surrounded by all the people you love at home, everyone is speaking a completely different language. You don’t understand any of the words except for a few key phrases: “not in front of them” … “they do not need to hear...
Festive Finances and Holiday Hours

Festive Finances and Holiday Hours

by newcente | Nov 25, 2024 | Blog, Financial Planning, Uncategorized, wellness, What's New

Festive Finances and Holiday Hours   November 25th, 2024 With the holidays around the corner, many of us are looking forward to coming together with friends and family to enjoy the thrill of cherished traditions, whether it be ice skating, building snow men,...
Stay Vigilant: Protect Yourself from AI-Driven Scams This Holiday Season

Stay Vigilant: Protect Yourself from AI-Driven Scams This Holiday Season

by newcente | Nov 12, 2024 | Blog, In The News, Uncategorized, wellness

Stay Vigilant: Protect Yourself from AI-Driven Scams This Holiday Season November 11th, 2024 Reminder: Be Wary of Modern Scams Busier than usual schedules and inboxes make the last quarter of the year a prime time for fraudsters to target individuals and families....
CNN Speaks with Ashley on 2024 Financial Resolutions

CNN Speaks with Ashley on 2024 Financial Resolutions

by newcente | Dec 29, 2023 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, In The News, Uncategorized, wellness, What's New

CNN Interviews Ashley on Financial Resolutions for 2024 December 29, 2023:  With the 2024 right around the corner, a common conversation among friends and family involves which New Year’s resolutions will be topping the lists. Many popular annual goals involve...
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