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...
February 20, 2018. By Jennifer Wolfsberg: We often connect the thought of hiring of a home inspector only to the context of a new home purchase to ensure the offer we are making on a home does not come with unforeseen surprises. In hiring a good inspector, we learn...
February 15, 2018. By JD Wolfsberg: The Night to Shine is a banquet-style event put on by the Tim Tebow Foundation to celebrate those with special needs. On February 9th, 537 churches around the world participated in the event by putting on a dance for individuals...
January 29, 2018. By Courtney Summa: As tax season is now upon us and with some deadlines mere months away, we understand the importance of delivering the tax documents related to your Centerpoint accounts and portfolios in a timely manner. Additionally, we are happy...
January 3, 2018. By Lori Patterson: IRA (Individual Retirement Account) owners have the option of listing one or more beneficiaries and the percentage of the assets they will leave to each heir. Depending on the relationship of the owner and the beneficiary of the...
December 29, 2017. By John Wolfsberg: As we close out 2017, we want to thank our clients, colleagues, and friends of the firm for a wonderful year. With the help of so many we continue to grow our valued relationships and expand our services with the goal of providing...
