How to Semi-Retire Successfully

How to Semi-Retire Successfully

August 22, 2019. By Olga Okaty: Every day roughly 10,000 people retire in the United States, and this number is steadily increasing year after year. Average census projections predict that by 2030 this number will increase to around 12,000 people daily, as the boomer...
The Psychology of Planning Avoidance, Part 1

The Psychology of Planning Avoidance, Part 1

July 17, 2019. By Jennifer Wolfsberg: It’s human nature to avoid that which makes us uncomfortable.  It’s also human nature to avoid topics we may not enjoy or have little to no interest in.  And how about topics we are scared to discuss?  These too get...
Olga Okaty Named Principal at Centerpoint Advisors

Olga Okaty Named Principal at Centerpoint Advisors

May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has been instrumental in building out the financial planning division of the...
Elder Financial Abuse: A Real Crisis

Elder Financial Abuse: A Real Crisis

March 7, 2019. By Matt Okaty: According to the U.S. Census Bureau, the year 2030 will mark a pivotal demographic turning point, as seniors are projected to outnumber children for the first time in U.S. history.  As the fastest growing segment of the population,...