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...
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...
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,...
January 18, 2019. By Olga Okaty: As a financial planner, January is always an exciting and inspiring time for me as so many of my conversations with clients center around setting financial resolutions for the year ahead to bring them closer to achieving their...
December 3, 2018. By Ashley Agnew: Alzheimer’s Disease is a condition that unfortunately has been making its way into many of our conversations, with more families finding comfort in discussing their roles as caretakers, family members, and patients touched by the...
