Wrapping Up 2024: Year-End Deadlines and Holiday Hours

Wrapping Up 2024: Year-End Deadlines and Holiday Hours

Wrapping Up 2024: Year-End Deadlines and Holiday Hours December 20th, 2024 As the holiday season approaches, we want to make sure you have everything you need to close out the year with confidence. Below are some dates and deadlines to keep in mind: Year-End Deadlines...
Festive Finances and Holiday Hours

Festive Finances and Holiday Hours

Festive Finances and Holiday Hours   November 25th, 2024 With the holidays around the corner, many of us are looking forward to coming together with friends and family to enjoy the thrill of cherished traditions, whether it be ice skating, building snow men,...
Guest Blog: CDFA Impact on Mediated Divorces

Guest Blog: CDFA Impact on Mediated Divorces

Guest Blog: CDFA Impact on Mediated Divorces  June 26, 2024 Jennifer Wolfsberg and Olga Okaty of Centerpoint Advisors each hold the Certified Divorce Financial Analyst® (or “CDFA®”) designation. They have helped guide several clients through post-marital...
Estate Planning Steps and Reminders

Estate Planning Steps and Reminders

Estate Planning Steps and Reminders Estate planning is easy to overlook but incredibly important when designing your wealth and legacy strategy.  While an estate attorney should be your primary resource on this topic, our team sees first-hand how these oversights...
Client Notice: Tax Document Delivery and Reminders

Client Notice: Tax Document Delivery and Reminders

Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...