by newcente | Jun 8, 2017 | Blog, Business Planning, Firm Events, Uncategorized, What's New
June 8, 2017. By Ashley Agnew: In our discussions with clients and professional acquaintances, the topic of website design comes up frequently. Business owners often toggle between revamping their website and starting fresh with a new site, all the while...
by newcente | May 18, 2017 | Blog, Business Planning, Family Focus, Firm Events, In The News, Uncategorized, What's New
May 18, 2017. By Ashley Agnew: “Guess what? Kids with ADHD grow up to be adults with ADHD. Stunning, I know. Maybe we learn to deal with it, but how do we thrive with ADHD?” -D. Greenwood This question was the genesis of David Greenwood’s book ‘Overcoming...
by newcente | May 5, 2017 | Blog, Business Planning, Financial Planning, Firm Events, In The News, Uncategorized, What's New
May 5, 2017. By Ashley Agnew: Yesterday several members of our team attended the annual Exit Planning Exchange (“XPX”) Summit in Waltham. XPX is a multi-disciplinary community of professional advisors, including Centerpoint, who work collaboratively to...
by newcente | Apr 12, 2017 | Blog, Business Planning, Financial Planning, In The News, Uncategorized, What's New
April 12, 2017. By Matthew Okaty: Last year we saw the release of a major new piece of financial industry regulation, commonly known as the DOL Fiduciary Rule, which was originally scheduled to take effect this week (April 10, 2017 specifically). If you recall from...
by newcente | Feb 23, 2017 | Blog, Business Planning, Family Focus, Uncategorized, What's New
February 23, 2017. By Matt Okaty: The beginning of the year is a great time to organize your financial records. With tax season ahead, having everything organized should make filing your return a lot easier. Plus, organizing your records now rather than later will...
by newcente | Jan 26, 2017 | Blog, Business Planning, Family Focus, Firm Events, In The News, Uncategorized, What's New
January 26, 2017. By Ashley Agnew: This past Tuesday we had the pleasure of hosting Bill French to discuss how individuals and businesses can protect themselves from identity theft and fraudulent activity. Bill is the Vice President of Fidelity’s customer...
