By: John P. Napolitano, CFP®, CPA, PFS, MST
This time of year, we get a lot of questions surrounding gifts. Most of the questions are about either
By: John P. Napolitano, CFP®, CPA, PFS, MST
There are probably a few good things that may come out of the COVID situation. The most lasting of which may be a
By: John P. Napolitano, CFP®, CPA, PFS, MST
When it comes to implementing an estate plan, the word irrevocable is a common part of the discussion. While it
By: John P. Napolitano, CFP®, CPA, PFS, MST
When following headline news about the economy, we hear stats about unemployment, GDP, Financial markets and the
By: John P. Napolitano, CFP®, CPA, PFS, MST
In these last few months before the election and in combination with COVID-19, everything seems to be on
By: John P. Napolitano, CFP®, CPA, PFS, MST
The term itself doesn’t sound very appealing. Afterall, we invest for gains so who would want to harvest
By: John P. Napolitano, CFP®, CPA, PFS, MST
With an eye toward the dog days of summer vacation, this is a good time of year to think about how you would
By: John P. Napolitano, CFP®, CPA, PFS, MST
The second half of the American dream of home ownership is to own that home without a mortgage. For some
By: John P. Napolitano, CFP®, CPA, PFS, MST
Since COVID-19 has governed our social lives for many months now, it seems as if the American people have taken