by newcente | Nov 21, 2023 | Blog, Family Focus, Firm Events, Uncategorized, What's New
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...
by newcente | Oct 27, 2023 | Blog, Family Focus, Lori D. Patterson, Uncategorized, wellness, What's New
When You’re Feeling “Stuck” October 25, 2023. By Lori Patterson: Feeling chronically ‘stuck’? I recently listened to author Adam Alter discuss his book Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most where he mentioned the many...
by newcente | Oct 13, 2023 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
What Residents Need to Know about the MA Tax Relief Bill October 13, 2023 The Massachusetts Tax Relief Bill has left many residents with questions surrounding what the true impact will be on their income and filing status. We asked Jonathan Hitter, CPA, MST, CGMA of...
by newcente | Sep 12, 2023 | Blog, Business Planning, Family Focus, In The News, Uncategorized, What's New
Rising Home Insurance Rates Sweep the Country, Especially Florida and Coastal Regions Homeowners in Florida may be experiencing an insurance frenzy as a perfect storm of lagging policy and increasing home values are causing their home coverage policies to skyrocket,...
by newcente | Sep 6, 2023 | Blog, Family Focus, In The News, Uncategorized, wellness, What's New
Back to School During Life Changes and Challenges “August is like the Sunday of Summer…” This meme has been popping up across social media and traded in text messages as adults feel the approaching close of summer and tug towards transitions into the fall. Kids have...
by newcente | Feb 28, 2023 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, In The News, Uncategorized, wellness, What's New
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...