Financial Planning

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 losses?

By: John P. Napolitano, CFP®, CPA, PFS, MST

 

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, this may be a brilliant strategy. But for others, in the long run, perhaps not paying it down faster is a better choice.

By: John P. Napolitano, CFP®, CPA, PFS, MST

By: John P. Napolitano, CFP®, CPA, PFS, MST

 

This month officially begins the second half of 2020. Time flies and the second half often passes faster than the first. Even with COVID-19, it’s often beaches, barbeques and relaxation that dominate the summer months, and that’s a good thing, we sure need it. But just like you don’t stop your workouts, or other routines, don’t quit paying attention to your personal finances.

By: John P. Napolitano, CFP®, CPA, PFS, MST

 

Your review meetings with your financial advisor should be about a lot more than your portfolio. Anyone can review investments and tell you why they went up or down. That service alone is not often worth the price of admission.

By: John P. Napolitano, CFP®, CPA, PFS, MST

 

In times like these, you may be feeling that you can’t trust anyone. Understood. But also in times like this, everyone with a pulse is chirping in your ear about something.

Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at a cost.