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.
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.
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?"
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.
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.
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.