Early Retirement Considerations

July 21, 2020

We encourage all our clients to give us a call when presented with an early retirement offer to help them review their options and make decisions that are in their best interests.

Mid-Year Is a Good Time to Fine-Tune Your Finances

June 17, 2020

Taking a close look at your finances may give you the foundation you need to begin moving forward.

Keeping Emotions at Bay During Virus Volatility

May 19, 2020

Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing.

5 Tips for Navigating the Coronavirus Crash

April 9, 2020

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals.

Five Red Flags That Raise the Odds of an Audit

February 24, 2020

The IRS audited about 1 million tax returns in fiscal year 2018, and nearly 75% of those examinations were conducted entirely through correspondence.

11 Key Financial Planning Takeaways of the SECURE Act

January 21, 2020

The SECURE Act marks a dramatic change to tax law that could have an impact on many Americans in 2020 and beyond.

How to Make Your 2020 Resolutions Stick

January 17, 2020

If you’re like most people, New Year’s resolutions are often long forgotten by mid-February, if not sooner.

Be Prepared: 7 Estate Planning Tips

December 18, 2019

No financial plan is complete without an estate plan.

HSAs in a Nutshell

November 13, 2019

When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs.

Long Term Care Insurance Options

October 16, 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.

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?"

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.

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.