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How to Semi-Retire Successfully

How to Semi-Retire Successfully

by newcente | Aug 22, 2019 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

August 22, 2019. By Olga Okaty: Every day roughly 10,000 people retire in the United States, and this number is steadily increasing year after year. Average census projections predict that by 2030 this number will increase to around 12,000 people daily, as the boomer...
The Psychology of Planning Avoidance, Part 1

The Psychology of Planning Avoidance, Part 1

by newcente | Jul 17, 2019 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

July 17, 2019. By Jennifer Wolfsberg: It’s human nature to avoid that which makes us uncomfortable.  It’s also human nature to avoid topics we may not enjoy or have little to no interest in.  And how about topics we are scared to discuss?  These too get...
Olga Okaty Named Principal at Centerpoint Advisors

Olga Okaty Named Principal at Centerpoint Advisors

by newcente | May 15, 2019 | Blog, Financial Planning, Firm Events, In The News, Uncategorized, What's New

May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has been instrumental in building out the financial planning division of the...
How to Semi-Retire Successfully

Short-Term Rentals: New Regulations in MA

by newcente | Apr 18, 2019 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

April 18, 2019. By Matt Okaty: Regulations often lag behind innovation, and this is certainly true of the short-term rental market which has exploded over the past ten years.  AirBnB and HomeAway, the two biggest companies in this space, have transformed the lodging...
Pre and Post-Sale Wealth Planning Strategies

Pre and Post-Sale Wealth Planning Strategies

by newcente | Apr 4, 2019 | Blog, Business Planning, Financial Planning, Firm Events, In The News, Uncategorized, What's New

April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint has become increasingly involved with helping clients through the processes involved with business sales and like transactions. In our relationships with these entrepreneurial spirited clients,...
Elder Financial Abuse: A Real Crisis

Elder Financial Abuse: A Real Crisis

by newcente | Mar 7, 2019 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

March 7, 2019. By Matt Okaty: According to the U.S. Census Bureau, the year 2030 will mark a pivotal demographic turning point, as seniors are projected to outnumber children for the first time in U.S. history.  As the fastest growing segment of the population,...
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