by Centerpoint Advisors | Jan 18, 2019
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...
by Centerpoint Advisors | Sep 27, 2018
September 27, 2018. By Jennifer Wolfsberg: Each year there are millions of dollars lost or abandoned as families have undiscovered assets, have lost track of gifted or inherited assets, or have given up on the idea that they can redeem such assets for cash value due...
