• Home
  • Who We Are
    • Why Centerpoint?
    • Meet The Team
  • Our Services
    • Investment Management
    • Financial Planning
    • Family Office Services
  • Insights / Resources
    • Articles
    • Legal and Compliance
  • Client Portal
    • My Center Portal
    • Fidelity
  • Contact
Inheriting Individual Retirement Accounts

Inheriting Individual Retirement Accounts

by newcente | Jan 3, 2018 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

January 3, 2018. By Lori Patterson: IRA (Individual Retirement Account) owners have the option of listing one or more beneficiaries and the percentage of the assets they will leave to each heir. Depending on the relationship of the owner and the beneficiary of the...
Happy New Year and Holiday Hours

Happy New Year and Holiday Hours

by newcente | Dec 29, 2017 | Blog, Family Focus, Firm Events, Uncategorized, What's New

December 29, 2017. By John Wolfsberg: As we close out 2017, we want to thank our clients, colleagues, and friends of the firm for a wonderful year. With the help of so many we continue to grow our valued relationships and expand our services with the goal of providing...
Charitable Initiative: A Year of Giving

Charitable Initiative: A Year of Giving

by newcente | Dec 20, 2017 | Blog, Firm Events, In The News, Tax Planning, Uncategorized, What's New

December 20, 2017. By Ashley Agnew: At the end of each year, we coordinate a charitable initiative to support a cause that is important to us as a firm.  Throughout the holiday season, we raise awareness and support for that singular charity via our communication...
Technology’s Effect on Sleep and Health

Technology’s Effect on Sleep and Health

by newcente | Dec 15, 2017 | Blog, Uncategorized, What's New

December 15, 2017. By Courtney Summa: Technology has become a huge part of our lives, making things in life a bit more convenient. With such easy and immediate access to communication, however, most of us are guilty of sending one last email or scrolling through...
Happy New Year and Holiday Hours

Houseguests with Less Stress this Holiday Season

by newcente | Dec 7, 2017 | Blog, Family Focus, Uncategorized, What's New

December 7, 2017. By John Wolfsberg: Thanksgiving launches the official kick-off to the holiday season as we enjoy crisp weather, the heart of the football season, warm apple pie, and…houseguests. Whether it is in your game plan to host or be hosted, here are a few...
Tax Reform Update, November 2017

Tax Reform Update, November 2017

by newcente | Nov 30, 2017 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

November 30, 2017. By Mark Barry:  As we near the end of 2017, Washington’s efforts to pass tax reform legislation have dominated headlines, with Congress working on the final iterations of the Tax Cuts and Jobs Act.  A central piece of the Trump administration’s...
« Older Entries
Next Entries »

Blog Categories

  • Blog
  • In The News
  • Uncategorized

Blog Tags

Car Insurance General Insurance Health Insurance holiday holiday hours Life Insurance market hours Thanksgiving

Related Blogs

  • Upcoming Office Closures & Holiday Hours
  • Medicare Reminders 2025
  • Upcoming Office Closures & Holiday Hours
  • 2nd Quarter Commentary and 2025 Outlook
  • Charity Profile: Learning about Change is Simple with Janelle Rolke
Contact Us

© 2025 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Clearing & Custody Solutions® is a service provider to Centerpoint Advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Manage Consent

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
View preferences
  • {title}
  • {title}
  • {title}