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.
Taking a close look at your finances may give you the foundation you need to begin moving forward.
Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing.
When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals.
The IRS audited about 1 million tax returns in fiscal year 2018, and nearly 75% of those examinations were conducted entirely through correspondence.
The SECURE Act marks a dramatic change to tax law that could have an impact on many Americans in 2020 and beyond.
If you’re like most people, New Year’s resolutions are often long forgotten by mid-February, if not sooner.
No financial plan is complete without an estate plan.
When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs.
Heard the market is "crashing", "falling" or "collapsing"?
With news traveling at the speed of light, it’s easy to think our financial future is highly impacted by global events and macroeconomics.
Do you have a plan if you become unable to work due to a disease, illness, or injury?
A pension plan is a plan with a defined benefit rather than a defined contribution.
Nobody wants to pay the government more than they absolutely, legally have to.
There's a reason there are attorneys dedicated to estate planning… because it's complicated!
While we love celebrating those milestone birthdays with loved ones throughout our lives, there are also birthdays that hold financial significance.
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.
When the paper comes out, the gloves come off!
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?"
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.
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.
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.
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.
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.