January 22, 2020. By Kevin Donohue: With the 2020 tax season upon us and return deadlines approaching, Centerpoint Advisors would like to make this-time as seamless and stress free as possible for … More →
CUSTOMIZED INDIVIDUAL SOLUTIONS THAT PUT YOU AT THE VERY CENTER
Meet your personal board of advisors
PERSPECTIVES
Addressing Compassionate Caregiving Burnout
January 17, 2020. By Jennifer Wolsfberg: At some point in our lives, we all find ourselves taking on the role of a caregiver for a loved one. This can take many forms, with most cases involving … More →
Strategies from the SECURE Act and TCDR Act
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 … More →
Happy New Year and Holiday Hours
December 31, 2019. By Ashley Agnew: We hope that all of our readers are closing out 2019 with a sense of peace, gratitude, and accomplishment as we enter the new year. A time for resolutions and … More →