October 4, 2016. By John Wolfsberg: It is a blessed feeling to have a wonderful spouse and great children. When you are in such a household, as are many of our clients and colleagues, there is seemingly nothing that one would not do to provide for their family,...
On September 20th, Centerpoint hosted estate attorney Kelly Gill to discuss estate planning for those caring for aging parents as well as children, often referred to as the “Sandwich Generation”. She spoke about ways to protect assets, which estate...
September 13, 2016. By Jennifer Wolfsberg: There comes a time in life when a shift of professional interest seems to occur. It is not an abrupt or obvious feeling, and for some it is a gradual redirection of career focus or personal interest. The self-awareness that...
August 31, 2016. By Jennifer Wolfsberg: The thought of losing a spouse is overwhelming. The life you have envisioned is suddenly upended, and the dream of growing old together is no longer in your grasp. When such tragedies occur, the spouse left behind is not only...
By Olga P. Okaty, CFP®: Following the U.S. Federal Reserve’s decision yesterday to keep interest rates steady, the Bank of Japan’s decision overnight not to add stimulus, and investors’ growing concerns regarding the impending Brexit vote next week, U.S. Treasury...
