• Home
  • Who We Are
    • Why Centerpoint?
    • Meet The Team
  • Our Services
    • Investment Management
    • Financial Planning
    • Family Office Services
  • Insights / Resources
    • Articles
    • Legal and Compliance
  • Client Portal
    • My Center Portal
    • Fidelity
  • Contact
Guest Blog: Is Being a Renter Really a Bad Choice?

Guest Blog: Is Being a Renter Really a Bad Choice?

by newcente | Sep 15, 2021 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, In The News, Uncategorized, What's New

Guest Blog: Is Long-term Renting a Bad Choice?  September 15, 2021. By Ashley Agnew: A frequent question we receive from young professionals and those looking to downsize alike is simply this: is it worth it to buy a home? While there is no concrete answer and many...
Not a Morning Person, And That’s Okay.

Not a Morning Person, And That’s Okay.

by newcente | Apr 21, 2021 | Ashley R. Agnew, Blog, Financial Therapy, Uncategorized, What's New

Not a Morning Person, and That’s Okay. April 21, 2021. By Ashley Agnew: “I feel like I’m wasting time if I’m not awake for every minute that the sun is up”. In perfect circadian rhythm, the sun is my father’s only alarm clock.  He is the definition of a morning...
Discussing Personal Debt in a Relationship

Discussing Personal Debt in a Relationship

by newcente | Jan 15, 2021 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, Uncategorized, What's New

Discussing Personal Debt in a Relationship January 15, 2021. By Ashley Agnew: The beginning stages of a relationship are exciting as the shooting stars of promised wishes decorate the pleasant exchanges of new love. The encapsulating feelings of warmth and security...
Wealth Transfer: More than Just Assets

Wealth Transfer: More than Just Assets

by newcente | Jul 8, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New

In dealing with families on a holistic planing level, we often provide guidance on wealth transfer.  Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in...
Finding Financial Harmony in Your Relationship

Finding Financial Harmony in Your Relationship

by newcente | May 8, 2020 | Blog, Family Focus, Financial Planning, In The News, What's New

Despite best efforts, it can be difficult to talk about finances, and this can lead to friction in a relationship. In fact, 1/3 of those seeking marriage counseling site money as one of their top reasons for argument, and financial tensions are indeed a key indicator...
Next Entries »

Blog Categories

  • Blog
  • In The News
  • Uncategorized

Blog Tags

Car Insurance General Insurance Health Insurance holiday holiday hours Life Insurance market hours Thanksgiving

Related Blogs

  • Upcoming Office Closures & Holiday Hours
  • Medicare Reminders 2025
  • Upcoming Office Closures & Holiday Hours
  • 2nd Quarter Commentary and 2025 Outlook
  • Charity Profile: Learning about Change is Simple with Janelle Rolke
Contact Us

© 2025 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Clearing & Custody Solutions® is a service provider to Centerpoint Advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Manage Consent

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
View preferences
  • {title}
  • {title}
  • {title}