by Ashley Agnew | Jun 26, 2024
Guest Blog: CDFA Impact on Mediated Divorces June 26, 2024 Jennifer Wolfsberg and Olga Okaty of Centerpoint Advisors each hold the Certified Divorce Financial Analyst® (or “CDFA®”) designation. They have helped guide several clients through post-marital...
by Ashley Agnew | Jun 21, 2024
Estate Planning Steps and Reminders Estate planning is easy to overlook but incredibly important when designing your wealth and legacy strategy. While an estate attorney should be your primary resource on this topic, our team sees first-hand how these oversights...
by Ashley Agnew | Aug 24, 2022
Ashley Discusses Retirement Timing with MarketWatch August 24, 2022: Amid the pandemic a rising share of U.S. adults over the age of 55 entered retirement. Environmental stressors paired with professional pressures increased burnout rates, and made many...
by Ashley Agnew | Jun 13, 2022
Guest Blog: Guardianship Options for Adult Children June 13, 2022: In working with clients with many levels of complexity, planning for adult children with disabilities and impairments is a very real consideration for many families. We recently had the pleasure of...
