by newcente | Oct 31, 2025 | Blog, Financial Planning, Olga P. Okaty, Uncategorized, What's New
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 – such as new out-of-pocket cost caps and expanded access to...
by newcente | Jun 17, 2025 | Equity Markets, Fixed Income Markets, Uncategorized, What's New
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 be closed. Most banks, the U.S. Postal Service, and...
by newcente | Jun 6, 2025 | Blog, Firm Events, Uncategorized, wellness, What's New
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 team. That’s exactly what we did recently when our entire team participated in CPR...
by newcente | Apr 8, 2025 | Blog, Family Focus, In The News, Uncategorized, wellness, What's New
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 key phrases: “not in front of them” … “they do not need to hear...
by newcente | Mar 20, 2025 | Blog, Firm Events, Mark J. Barry, Olga P. Okaty, Uncategorized, What's New
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...
by newcente | Mar 4, 2025 | Blog, Courtney Summa, Laura Lopez, Tax Planning, What's New
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...
