Be Prepared for Hurricane Season Summer is here and though the colder months were kind to us with less snow than previous years, the warmer weather is still a welcomed reprieve from the frigid temperatures in the northeast. Along with these rising temps, however,...
IRA Issues Warning About Email Scam April 6, 2021. By Matthew Okaty: As you may be aware, a wide scale impersonation email scam has been brought to the attention of the IRS. The scam is targeted toward the staff and students within academic systems; mainly those with...
Centerpoint Welcomes New Team Members March 26, 2021, By Ashley Agnew: Centerpoint is happy to announce that our team is growing in more ways than one. We are excited to be bringing a new Client Operations associate onboard this month, and welcome Taylor Persechini to...
Discussing Personal Debt in a Relationship January 15, 2021. By Ashley Agnew: The beginning stages of a relationship are exciting as the shooting stars of promised wishes decorate the pleasant exchanges of new love. The encapsulating feelings of warmth and security...
Guest Blog: Reviewing Life Insurance December 4, 2020: Life insurance is an important element of wealth, estate, and family planning. In order to properly incorporate it into your planning, it is key to understand the level and type coverage that will best serve your...
Happy Thanksgiving and Holiday Hours November 25, 2020: We wish you and your families a very Happy Thanksgiving, and while we know you may be spending it in smaller gatherings or perhaps alone, we hope you will be able to find time with peace and gratitude to reflect...