Kiel VanderVeen recognized by Forbes

September 10, 2019

Investor Toolkit: Keep Perspective

September 4, 2019

Heard the market is "crashing", "falling" or "collapsing"?

Find Your CenterPoint – Microeconomics Over Macroeconomics

July 26, 2019

With news traveling at the speed of light, it’s easy to think our financial future is highly impacted by global events and macroeconomics.

Charitable Tax Strategies

June 27, 2019

When you donate assets to a cause close to your heart, you want to make sure that you don't end up giving a large chunk of it to the government in taxes. With the new tax law taking effect, you have a few options to make your donations more tax efficient. Watch our video to find out how.

Disability Insurance

May 30, 2019

Do you have a plan if you become unable to work due to a disease, illness, or injury?

Your Pension Decision

May 2, 2019

A pension plan is a plan with a defined benefit rather than a defined contribution.

Nate LeGrand recognized by Forbes

April 10, 2019

Asset Allocation vs. Asset Location

March 26, 2019

Nobody wants to pay the government more than they absolutely, legally have to.

Getting Your Estate Planning in Order

February 27, 2019

There's a reason there are attorneys dedicated to estate planning… because it's complicated!

Birthdays to Remember

January 24, 2019

While we love celebrating those milestone birthdays with loved ones throughout our lives, there are also birthdays that hold financial significance.

Investor Toolkit: Check Your Circumstances

January 3, 2019

Thinking about making changes to your portfolio in the torrent of bad news about the market? It's a normal response to feel nervous or uncertain.

CenterPoint Christmas Challenge

December 7, 2018

When the paper comes out, the gloves come off!

Investor Toolkit: Realistic Expectations

November 16, 2018

Keeping perspective during a major market correction is easier said than done. You're probably wondering, "What do I do right now with my portfolio?"

Is It True I Make Too Much to Invest in a Roth IRA?

October 11, 2018

If you've started investing your income for retirement, IRA's and Roth IRA's are types of accounts you may have heard about. Though the mechanics of how they work may not be as familiar, so let me give a quick refresher course.

College Funding

September 19, 2018

When it comes to your hopes for your kids' success, the sky is the limit. Unfortunately, the sky is nearly the limit when it comes to college tuition as well. The past few years we've watched tuition steadily climb and the amount of debt saddled on new grads climb too. You want your kids to have the best possible job in the future, and many times that means the best possible college education as well.

Ready When Life Happens: Do I Need Long Term Care Insurance?

August 21, 2018

We've all seen someone whose health began to deteriorate as they got older. As you plan for the future, you may begin to wonder if that will be you in the days ahead. It's a tough question to ask yourself, which is why CenterPoint is here to help you find the best answer for you. Your health isn't going to give you a detailed plan for the future, but you can plan to protect your future. We can walk you through all your options when it comes to Long Term Care Insurance.

Kiel VanderVeen recognized by Forbes

August 8, 2018

Loss of a Spouse

July 3, 2018

Life happens, and the unfortunate part of life happening for all of us is our loved ones passing away. The death of your spouse is so emotionally draining that it may not seem possible to make any kind of financial decision, yet that's exactly what you're expected to do. That's where the team at CenterPoint comes in. We believe the worst kind of decision is the one based on emotion. Learn how we're here when life happens.

Ready to Retire

June 14, 2018

Deciding when to retire is a big decision and an emotional one. Retirement is a much more multi-faceted decision than a number on a page. There are lots of moving parts and we are here to held shed light on the ones that impact you. How can you be confident the date you've chosen is really the right time for you to retire? Here's how we help you figure it out.

A Message from Dave LeGrand

April 3, 2018

Our office has worked hard to build an incredible team over the years. The transition to the CenterPoint name and the addition of their team is no exception. You can remain confident in the client service you will receive from us and rest assured we will be here for you regardless.

Behind the Scenes, It's Not Always Pretty

March 19, 2018

With the goal of giving YOU a more personalized CenterPoint experience, we thought we'd get personal ourselves. Every month you'll be getting a video – some will focus on financial topics, others on investing strategies, and some will give you a peek into the lives of our team here at CenterPoint.