Financial Planning

Is it just me, or does it seem that it is always peak season for weddings? If one were allowed to give a financial toast to the newlyweds, here’s what I’d say.

Elderly parents whose children are willing to allow them to live in their residence are lucky. Although I'm not sure that everyone involved in this arrangement

Many people are more concerned about preserving their wealth for the next generation than they are about their own well-being or bucket list. 

I’ve heard you say this before, “I want to spend all of my money so that my children inherit nothing”. In reality, this doesn’t happen too often, and you’re

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