Guest Blog: CDFA Impact on Mediated Divorces June 26, 2024 Jennifer Wolfsberg and Olga Okaty of Centerpoint Advisors each hold the Certified Divorce Financial Analyst® (or “CDFA®”) designation. They have helped guide several clients through post-marital...
Estate Planning Steps and Reminders Estate planning is easy to overlook but incredibly important when designing your wealth and legacy strategy. While an estate attorney should be your primary resource on this topic, our team sees first-hand how these oversights...
Basic Financial Considerations for College Applicants If you or someone in your network is a parent of one of the over 18 million students headed off to begin or continue their undergraduate studies this fall, you may have a heightened interest in an important aspect...
CNN Interviews Ashley on Financial Resolutions for 2024 December 29, 2023: With the 2024 right around the corner, a common conversation among friends and family involves which New Year’s resolutions will be topping the lists. Many popular annual goals involve...
Financial Wellness: Health and Tactics November 29, 2023: Christine Byrne recently released an article for Everyday Health about financial wellness, and just in time for the season where financial stress tends to peak. “Financial Wellness: How it Affects Your...
Happy Thanksgiving and Holiday Hours November 21, 2023: We wish you a very Happy Thanksgiving, and perhaps you are looking for ways to mix up the day that is so heavily based in tradition for 2023. Some favorites traditions and memories among the Centerpoint team...
