by Ashley Agnew | Feb 28, 2023
Plan Ahead, and Reflect, to Save on Travel February 28, 2023: In our discussions with family, friends, clients, and colleagues, there is an ongoing theme that while still young in the year, many individuals and families have already found 2023 to be very busy and very...
by Ashley Agnew | Feb 16, 2023
Market Hours and February Boredom Busters in Boston February 16, 2023: With winter break next week for most students, and a long weekend for many workers, including the Centerpoint Office, for the President’s Day holiday on Monday, many families are left...
by Ashley Agnew | Jan 9, 2023
SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
by Ashley Agnew | Jan 4, 2023
7 Things to Ask Your New Trainer in 2023 January 4, 2023: January is often a time of rejuvenated attention to our bodies, minds, health, and fitness. For some, reaching physical fitness goals is a compliment to overall wellbeing, yet can be difficult to reach without...
by Ashley Agnew | Dec 23, 2022
Season’s Greetings and Holiday Hours December 23, 2022 Season’s Greetings. 2022 provided us another year of being able to say that this has certainly been like no other. Yet again citizens around the globe were faced with uncertainty and unknowns,...
by Ashley Agnew | Nov 21, 2022
Happy Thanksgiving and Holiday Hours November 21, 2022: We wish you and your families a very Happy Thanksgiving, and perhaps a return to some of the traditions that may have been missing from the past few years. One of the favorites here at the office is the tradition...
