by Centerpoint Advisors | May 21, 2019
May 21, 2019 by Ashley Agnew: With tax season behind us and Spring upon us, the urge to tidy up is ever present. To assist in the process, we recently hosted a Secure Shred day on May 10th at the Centerpoint office. At the event, clients were able to properly dispose...
by Centerpoint Advisors | Feb 23, 2017
February 23, 2017. By Matt Okaty: The beginning of the year is a great time to organize your financial records. With tax season ahead, having everything organized should make filing your return a lot easier. Plus, organizing your records now rather than later will...
