by Ashley Agnew | Oct 17, 2022
Student Loan Forgiveness Update and Reminders October 17, 2022: By Ashley Agnew: In August, President Biden announced $10,000 of debt relief per federal student loan borrower for those who did not attend college on Pell Grants and $20,000 for those who did. While we...
by Centerpoint Advisors | Jun 20, 2019
June 20, 2019. By Ashley Agnew. As our work increasingly involves engaging with the next generation as they prepare for, enter, experience, and exit college, we have conducted extensive research into ways to help these young adults build sound financial habits. Our...
by Centerpoint Advisors | Oct 30, 2018
October 30, 2018. By John Wolfsberg: We meet often with individuals and couples at varying stages of their careers. While the range of economic profiles differ significantly from one client to the next, many clients face similar challenges. Often times we hear a...
by Centerpoint Advisors | Oct 27, 2017
October 27, 2017. By Olga Okaty: Being named the executor of a loved one’s Will is a role that entails tremendous trust and legal responsibility. The executor (also known as a personal representative in some states) is entrusted to carry out the decedent’s last...
by Centerpoint Advisors | May 11, 2017
May 11, 2017. By Jennifer Wolfsberg: Graduation season brings wonderful memories to many of us. Memories of classmates that became lifelong friends, dynamic professors and mentors, and coursework that changed our outlook and laid the path for what would later become...
