Centerpoint Financial Management LLC

Will your social security benefits be taxable? Probably. Are there ways to minimize the related taxes? Yes! #socialsecurity #financialplanning #retirementplanning

Evaluating concentration risk in your portfolio and identifying ways to diversify it. #retirementplanning #portfoliomanagement #investing

Do you ever think about how much equity you should be holding as you near retirement?

Investors need to look beyond a mutual fund's name when evaluating its suitability.