Making Cents: Planning for valuables, collectables or family heirlooms
Submitted by US Wealth Napolitano on December 4th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
Making Cents
Making Cents: Family Talks About Money
Submitted by US Wealth Napolitano on November 27th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
Family and money are not the easiest conversations to have – especially when gathering for a family occasion or holiday. Nevertheless, these conversations are appropriate, and should be had if you are curious and looking to be helpful.
Making Cents: Dollar Cost Averaging
Submitted by US Wealth Napolitano on November 16th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
Making Cents: The Ups and Downs of Family Owned Real Estate
Submitted by US Wealth Napolitano on November 12th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
Making Cents: Sometimes Irrevocable is Good
Submitted by US Wealth Napolitano on November 5th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
When it comes to implementing an estate plan, the word irrevocable is commonly part of the conversation. While it may sound scary to do anything irrevocable, in estate planning are several instances where it may make sense.
Making Cents: What to do with excess retirement funds?
Submitted by US Wealth Napolitano on October 25th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
Making Cents: Thinking of another state to save taxes
Submitted by US Wealth Napolitano on October 19th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
Making Cents: Temporary Renting of Your Personal Real Estate Has Many Possible Risks
Submitted by US Wealth Napolitano on October 9th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
Making Cents: What does a real financial planner look like?
Submitted by US Wealth Napolitano on September 28th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
Making Cents: When your own success is an impediment
Submitted by US Wealth Napolitano on September 24th, 2018By: John P. Napolitano, CFP®, CPA, PFS, MST
The day the Queen of Soul died, I jokingly asked “I wonder what type of mess she left for her heirs”. At the time, the comment was truly in jest, but sure enough just like many before her, it appears that Aretha Franklin died without a will. Why would someone do that is the big question?