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 our clients. We work closely with our custodian to consolidate and...
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 Certainty and Disaster Relief Act of 2019 (the TCDR Act) were passed by...
December 6, 2019. By Courtney Summa: With the end of the year approaching, about a third of the year’s annual giving takes place. It’s wonderful to see so many people supporting worthy charitable organizations to help make a difference. Whether you support our...
November 19, 2019. By Mark Barry: The macro picture has become more supportive for US equity markets in recent weeks. Economic data is suggesting continued growth, monetary policy is becoming more accommodative, and rhetoric from the US and China indicates a possible...
October 3, 2019. By Jennifer Wolfsberg: Just when you think you have heard them all, opted out of every list, and blocked every unknown address, your junk mailbox erupts or you pick up the phone only to hear an AI operator promising to forgive your student loan, make...
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...
