Making Cents: Financial Guidance for Elders

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

One of the signs that someone is aging is that they simply can’t do some of the things that they used to do. When that comes to their financial decisions, it may manifest itself in their investment choices, bill paying or some sort of financial deal or scam that may not have been in their best interests. To prevent this from happening to yourself or a loved one, you may want to consider these courses of action.

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Making Cents: Planning for Children with Special Needs or Dependency Issues

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

Between what appears to be a larger percentage of children born with special needs and the recent epidemic of opioid addiction and dependency, many parents need specialized guidance in order to best assist these children and ultimately, protect their assets from the issues that can easily drain any estate.

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Keeping Capital Gain Taxes In Check

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

Since the top capital gains tax rate has risen to 20%, the thought of selling a winning investment may now be clouded with fears of getting clobbered with capital gains taxes. In addition to the new 20% rate, high bracket taxpayers may also get stung with the additional 3.8% surtax on investment income which included capital gains.

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The Top Ten Mistakes of Restaurant Owners

No one is perfect.  We all make mistakes.  The best part about mistakes is that you get to learn from them, so they are not repeated.  But even better than making your own mistakes where the price tag can be steep, is learning from the mistakes of others.  Below you’ll find some common blunders of even the most successful restaurateurs.

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