December 3, 2018. By Ashley Agnew: Alzheimer’s Disease is a condition that unfortunately has been making its way into many of our conversations, with more families finding comfort in discussing their roles as caretakers, family members, and patients touched by the disease. An issue that has impacted many of our own loved ones, we were privileged to host Dr. Paul Solomon of the Boston Center for Memory at our breakfast event on September 25th, … [Read more...]
Courtney Summa Volunteers with Lovin’ Spoonfuls
November 26, 2018. By Courtney Summa: Did you know that over 96 billion pounds of food are wasted each year in the United States? Or that one in five Bostonians is classified as food insecure? As part of our Year of Giving, the Sunday before Thanksgiving I had the opportunity to volunteer for the organization Lovin’ Spoonfuls whose mission is: “…to facilitate the rescue and distribution of healthy, fresh food that would otherwise be … [Read more...]
Happy Thanksgiving and Holiday Hours
November 21, 2018. By Centerpoint Advisors: Centerpoint Advisors would like to wish all of our our friends, family, clients, and colleagues a wonderful Thanksgiving. We hope you will be able to spend this day with those who are closest to you. So that we may do the same, our office hours will be following the market closing times, and will be closed for the day on Thursday, November 22nd, and at 1:00pm on Friday, November 23rd 2018. Thank you … [Read more...]
Beat the Stress! Tips For a Great Commute
November 13, 2018. By Lori Patterson: Living or working in the Boston area certainly has its advantages, but rush hour traffic certainly isn’t one of them. Traffic hang-ups have gotten worse over the past decade and have even outpaced the road construction and freeway expansions originally meant to ease the congestion. Many outdated before completion, roadwork projects are rarely seen as optimistic feats. Almost any main artery in or around … [Read more...]
Olga Okaty Featured in Senior Living Blog
November 9, 2018. By Ashley Agnew: Our Director of Financial Planning, Olga Okaty CFP® was recently interviewed and featured in the Senior Living Blog for A Place for Mom, a site connecting families to senior care resources. The article, "What you need to Know Before Taking on Executor Responsibilities" discussed the role of the executor, or personal representative, in estate planning. In the blog Olga states that "Understanding your … [Read more...]
Three Financial Buckets to Fill
October 30, 2018. By John Wolfsberg: We meet often with individuals and couples at varying stages of their careers. While the range of economic profiles differ significantly from one client to the next, many clients face similar challenges. Often times we hear a similar theme in our conversations – “I think we make a good income and try our best to make smart decisions with our money, but we always seem to be stretched financially! Why is … [Read more...]
Self-Reliance in the Modern Age
October 22, 2018. By Matthew Okaty: When it comes to technology and keeping up with its relentless pace, it’s pretty clear that millennials and the younger generation have the advantage. Not only are children generally able to learn new skills more quickly than adults, but the average age for getting a first smartphone now is about 10 years old. This so-called progress, though, may be coming at a cost. While this generation may be more … [Read more...]
Anthony Norris Volunteers with Save The Bay
October 4, 2018. By Anthony Norris: In recognition of Centerpoint’s Year of Giving, and being an avid sailor who loves spending time on the water, I chose to volunteer with Save the Bay in September. Save the Bay is an organization comprised of volunteers and staff with the mission to protect and improve Narragansett Bay. Although Save the Bay offers a wide range of volunteering opportunities, the most common is cleaning up litter and debris … [Read more...]
Managing the Lost and Found Box for Your Family
September 27, 2018. By Jennifer Wolfsberg: Each year there are millions of dollars lost or abandoned as families have undiscovered assets, have lost track of gifted or inherited assets, or have given up on the idea that they can redeem such assets for cash value due to the arduous operational hoops of insurance companies, treasury systems, and transfer agents. The assets most susceptible to abandonment are savings bonds, physical stock … [Read more...]
Overcoming the Obstacle of Credit Card Debt
September 21, 2018. By Courtney Summa: It’s always a good feeling when you are in a strong financial position, however despite best efforts it is possible to end up in a bind. With the access to your credit card sometimes feeling like a “get out of jail free” card during desperate times, it can be very easy to overspend and accumulate credit card debt. If you find yourself in this situation, here are some basic steps to help you clear your … [Read more...]
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