Making Cents: Want to invest in real estate?

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

It seems like only yesterday that we were writing about the woes of investment real estate. Owners of investment properties were wishing they didn’t own them and buyers had all but dried up. Obviously, a lot can change in 10 years. Today on the other hand, people are lined up to buy properties and realtors almost expect each listing they put up to get bid up over asking price in a frenzied few days of offers and negotiation.

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Making Cents: Fake news about your finances

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

The term ‘fake news’ has been spouted, jousted and used quite a bit in the past couple of years.  At its root, we all want to believe news and other statements made allegedly on fact.  But when it comes to financial issues, there’s plenty of fake news being delivered every day by unknowing or unscrupulous sales people trying to get into your pocket.

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Making Cents: 401K Trustees need to pay attention

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

If you own a business, you may have been named as the trustee of the retirement plan when it was established.  The trustee of a retirement plan is responsible, in short, for just about everything.  In the 401K sense, that trustee is not responsible for selecting the investments for each and every participant.  But that trustee is responsible for selecting the investment options that are available to employees under that plan.

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The New Tax Law And Your Financial Plan

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

The recently passed tax law, known as the Tax Cuts and Jobs Act, has many wondering how to alter their financial plans. According to a poll conducted on behalf of the American Institute of CPAs, over 90 % of people surveyed with income greater than $200,000 believe that tax planning would be somewhat or very important to their financial well-being.

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