by newcente | Apr 8, 2025 | Blog, Family Focus, In The News, Uncategorized, wellness, What's New
Imagine you wake up one day, and though you are surrounded by all the people you love at home, everyone is speaking a completely different language. You don’t understand any of the words except for a few key phrases: “not in front of them” … “they do not need to hear...
by newcente | Jun 26, 2024 | Family Focus, Financial Planning, Jennifer Wolfsberg, Olga P. Okaty, Uncategorized, What's New
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...
by newcente | Jun 21, 2024 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New
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...
by newcente | Apr 22, 2024 | Blog, Family Focus, Uncategorized, What's New
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...
by newcente | Dec 29, 2023 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, In The News, Uncategorized, wellness, What's New
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...
by newcente | Nov 29, 2023 | Ashley R. Agnew, Blog, Family Focus, Financial Therapy, In The News, Uncategorized, wellness, What's New
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...
