by newcente | Mar 26, 2021 | Ashley R. Agnew, Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New
Centerpoint Welcomes New Team Members March 26, 2021, By Ashley Agnew: Centerpoint is happy to announce that our team is growing in more ways than one. We are excited to be bringing a new Client Operations associate onboard this month, and welcome Taylor Persechini to...
by newcente | Mar 19, 2021 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
Tax Deadline Extended for Individuals March 19, 2021: The Treasury Department and Internal Revenue Service announced on March 17th that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to...
by newcente | Feb 19, 2021 | Ashley R. Agnew, Blog, Business Planning, Firm Events, In The News, Uncategorized, What's New
Networking in a Virtual World February 19, 2021. By Ashley Agnew: While there is hope ahead for gatherings larger than our respective predisposed or chosen “bubbles”, there is still likely quite a way to go before we see in-person conferences or networking events take...
by newcente | Feb 10, 2021 | Blog
Guest Blog: Millennials’ Home Shopping Fantasies 2/9/2021: Provided by Dirce Guerra, Porch Contributor Between learning homebuying jargon and figuring out debt-to-income ratios, shopping for a home in 2019 can be a challenge, especially for a first-time buyer. For...
by newcente | Feb 1, 2021 | Blog, In The News, Kevin Donohue, Tax Planning, Uncategorized, What's New
Client Notice: Tax Document Distribution February 1, 2021. By Kevin Donohue: In the coming weeks Fidelity will be issuing preliminary tax documents, and you may have already received email correspondence indicating this. Per usual, we will be gathering these...
by newcente | Jan 29, 2021 | Ashley R. Agnew, Blog, Business Planning, Financial Planning, Firm Events, In The News, Jennifer Wolfsberg, Uncategorized, What's New
Featured Panel: When Advisors Collide January 28, 2020. By Ashley Agnew: A business transition is an emotional time for a business owner and tensions can run high while they navigate the many layers and demands of the process. With multiple advisors necessary to...
