By: Thomas W. Schulte, CFP®
It’s nice for someone to laugh at your unintentional joke. Conversely, it’s terrifying to deliver a rehearsed, and knowingly-lame
By: John P. Napolitano, CFP®, CPA, PFS, MST
When most folks think about their estate plan, little attention is paid to the personal property in your estate.
By: Jenn Kovalski
September was a very busy month, between our 4th Annual US Wealth Jimmy Fund Golf outing, several birthday celebrations, a
family
By: John P. Napolitano, CFP®, CPA, PFS, MST
The term ‘basis’ is frequently bantered about. Basis is tax speak for cost. In order to know how much of your sale
By: Alex Weiss, CFP®
Technically, Fall is here in accordance to the calendar, though you would never know with the balmy eighty degree days we’ve experienced
By: John P. Napolitano, CFP®, CPA, PFS, MST
Having more than one owner to just about anything may be appropriate for some married couples, but for non-married
By Thomas Fletcher, CFP®
We’ve had the privilege of having my niece in the Boston area attending a graduate program at one of the area universities this year.
By: John P. Napolitano, CFP®, CPA, PFS, MST
When high wage earners retire early, they often bask in the sunshine of extremely low tax rates when their income
By: John P. Napolitano, CFP®, CPA, PFS, MST
Over the years, I’ve had the opportunity to see most of the states in the USA. While I love living in NE, I must
By: John P. Napolitano, CFP®, CPA, PFS, MST
Life revolves around relationships. Your family, friends, co-workers and those who serve you. Changing a
By Chrissy McCormack
Back to school is never fun in my house. It means less time at the Bassing’s Beach island cottage, less fishing, boating and all-around
By: John P. Napolitano, CFP®, CPA, PFS, MST
Having a child is one of those lifetime experiences that you simply have to live through to get the full force
