May 14, 2018. By Olga Okaty: With spring arriving at last and beautiful weather beckoning, it may seem daunting to undertake any spring cleaning initiatives, especially financial ones. Mid-year, however, is a perfect time to check in and self-evaluate and chip away...
May 1, 2018. By John Wolfsberg: Navigating through a sea of acronyms, preparing for college can be a daunting and sometimes difficult task. As with most undertakings, early preparation can ease the process, but whether your student is in their later years of high...
April 27, 2018. By Courtney Summa: With the average American home about 2,200 square feet, why are people choosing to live in a house between 250 and 500 square feet? Tiny houses are the new buzz amidst the real estate arena and what they lack in size they gain in...
April 13, 2018. By Matt Okaty: A Power of Attorney (POA) is an important planning item that will generally be included in any comprehensive estate plan. While a Last Will and Testament directs how your assets will be distributed after you die and assigns an executor...
March 22, 2018. By Jennifer Wolfsberg: Without a doubt it is well known that we are a family of animal lovers. Our own furry friend, a Shih Tzu named Darby, melts our hearts every day and brings us such joy. In support of Centerpoint’s Year of Giving charitable...
March 1, 2018. By Olga Okaty: With higher education costs continuing to rise dramatically and over forty-five plan options to choose from, it is essential for families to be thoughtful and strategic in selecting the 529 plan that best aligns with their particular...
