June 29, 2016. By Courtney Faria: Whether the wedding bells are around the corner or have just rung, one challenge many couples encounter includes discussing the management of money. This tends to be a sensitive topic, however is an important item to discuss early on,...
June 20, 2017. By Olga Okaty: In working with many of our next generation clients, a discussion topic we encounter often centers around graduate school planning, and whether financing graduate education with student loans is a worthwhile or feasible option. With...
June 15, 2017. By Lori Patterson: There are many emotions that accompany a job change. Excitement and anxiety tend to top the list as you mentally prepare for a new addition to your resume. When in the midst of a career move, you may be busy buttoning up old projects,...
May 23, 2017. By John Wolfsberg: Expectations for higher interest rates increased almost immediately with the election of Donald Trump as our 45th U.S. President. Much of President Trump’s campaign platform focused on major growth initiatives that many felt would...
May 11, 2017. By Jennifer Wolfsberg: Graduation season brings wonderful memories to many of us. Memories of classmates that became lifelong friends, dynamic professors and mentors, and coursework that changed our outlook and laid the path for what would later become...
May 5, 2017. By Ashley Agnew: Yesterday several members of our team attended the annual Exit Planning Exchange (“XPX”) Summit in Waltham. XPX is a multi-disciplinary community of professional advisors, including Centerpoint, who work collaboratively to...
