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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...
The True Investment of Higher Education

The True Investment of Higher Education

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

September 13, 2019 By J.D. Wolfsberg: It was in a macroeconomics course in college that my professor asked a question that I had not previously heard a professor ask, which made me wonder if the topic was taboo. He looked around the classroom and simply asked: “So,...
Book Review: Atomic Habits by James Clear

Book Review: Atomic Habits by James Clear

by newcente | Sep 5, 2019 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Uncategorized, What's New

September 5, 2019. By Lori Patterson: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear Building good habits and breaking bad habits…it sounds easy in theory but it’s surprisingly hard in practice for most of us. In this...
The Benefits of Student Led Investment Funds

The Benefits of Student Led Investment Funds

by newcente | Aug 28, 2019 | Blog, Family Focus, In The News, Uncategorized, What's New

August 28, 2019. By Anthony Norris: With rising competition among higher education institutions, universities are under constant pressure to innovate and offer a unique experience for their students. Aesthetic enhancements are on the rise for many campuses, but at the...
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: Investment Management

Behind the Scenes: Investment Management

by newcente | Aug 15, 2019 | Blog, Firm Events, Uncategorized, What's New

August 14, 2019. By Mark Barry: At Centerpoint Advisors, investment management is a core component of our business, and is the primary focus for myself and my colleague JD Wolfsberg. While it encompasses a wide variety of roles and responsibilities, there are four...
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