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
Most businesses in America are small businesses. A large portion of those small business are classified as family
By: John P. Napolitano, CFP®, CPA, PFS, MST
With home prices and demand at record highs, many people are selling their home to cash in on the hot market
By: John P. Napolitano, CFP®, CPA, PFS, MST
On occasion we may get requests from friends or family to borrow some money. Some have strict rules about
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
As the fourth quarter rolls on, there are financial moves that you may consider making in 2020 that may add up to
By: John P. Napolitano, CFP®, CPA, PFS, MST
If there’s one big mistake that business owners make, it’s failing to exit their business on their terms and