January 29, 2018. By Courtney Summa: As tax season is now upon us and with some deadlines mere months away, we understand the importance of delivering the tax documents related to your Centerpoint accounts and portfolios in a timely manner. Additionally, we are happy...
January 25, 2018. By Ashley Agnew: As part of our Year of Giving charitable initiative, I chose to spend volunteer hours at my MBA Alma Mater, Bryant University, helping with their IDEA program. The IDEA program, which stands for Innovation and Design Experience for...
January 16, 2018. By Matthew Okaty: It’s been approximately four months since we all learned of the Equifax hack, and hopefully everyone has taken some kind of action to help safeguard their identity and credit. While the incident may have faded from the headlines,...
January 9, 2018. By Ashley Agnew: As part of our services, we often quarterback the coordination of tax and estate planning professionals on behalf of our client’s needs. This includes but is not limited to: retitling of accounts, annual gifting execution and...
January 3, 2018. By R. Anthony Norris: Due to inclement weather and for the safety of our team and clients, we will be working remotely tomorrow, Thursday, January 4th. Although we will not be present in our office, you may still reach us by calling our regular...
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...
