January 22, 2020. By Kevin Donohue: With the 2020 tax season upon us and return deadlines approaching, Centerpoint Advisors would like to make this-time as seamless and stress free as possible for our clients. We work closely with our custodian to consolidate and...
January 17, 2020. By Jennifer Wolsfberg: At some point in our lives, we all find ourselves taking on the role of a caregiver for a loved one. This can take many forms, with most cases involving caring for a child, spouse, parent or friend. Whether the catalyst...
January 10, 2020. By Olga Okaty: In the final weeks of 2019, two important pieces of legislation – the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) and the Taxpayer Certainty and Disaster Relief Act of 2019 (the TCDR Act) were passed by...
December 31, 2019. By Ashley Agnew: We hope that all of our readers are closing out 2019 with a sense of peace, gratitude, and accomplishment as we enter the new year. A time for resolutions and forward thinking by nature, be sure to take a moment to realize all that...
December 23, 2019. By Jennifer Wolfsberg: Year-end is always a reflective time, and our team has enjoyed looking back at our philanthropic experiences throughout the year. As you may recall, our charitable initiative for 2019 was to dedicate office hours each month to...
December 19, 2019. By Matt Okaty: At last, the two-year saga stemming from Equifax’s massive data breach is nearing the final stages. If you have not already done so, January 22, 2020 is the deadline for filing a claim for benefits from the class action settlement...
