Medicare Planning Resources and Reminders October 31, 2025 Several updates are coming next year as part of ongoing healthcare reforms. Medicare premiums and deductibles are expected to rise modestly, while prescription drug coverage will see meaningful improvements –...
Juneteenth National Holiday Hours June 17th, 2025 As we honor Juneteenth National Independence Day on Thursday, June 19, 2025, please be aware of the following schedule changes and deadlines: All U.S. equity and bond markets will be closed. Fidelity Investments will...
Learning to Save Lives: Our Team’s CPR/AED Training Experience June 6th, 2025 At Centerpoint Advisors, we believe that personal growth doesn’t just happen behind a desk—it happens when we step out of our comfort zones, learn something new, and come together as a...
Do children really need to know about the economy? April 8, 2025 Imagine you wake up one day, and though you are surrounded by all the people you love at home, everyone is speaking a completely different language. You don’t understand any of the words except for a few...
G2 Graduates: Building Leadership in Wealth Management March 20, 2025 Congratulations to Our Graduates! We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
2024 Tax Season Updates – March 2025 March 4, 2025 Tax Season Update – March 2025As tax season progresses, we want to remind our clients that we are here to assist with a smooth and efficient tax preparation process. Our goal is to ensure you receive your tax...
