The past few years have seen so many tax changes that it is hard to remember what’s in, what was phased out and what is still waiting to come into effect. Some of the changes you’ll feel now when you file your 2013 tax return and the others will impact 2014 and beyond.
News: The Napolitano Team
When we talk about savings, investments, retirement and many other financial matters, the discussions frequently have a distant, futuristic tone. We study long term rates of return, forecasts of spending and saving, and future predictions about income and estate taxes. But how often to you stop to see where you are today on the road map to life and financial freedom? For many,
At the end of a long day, there is nothing that I appreciate more than spending time getting lost in an engrossing book. While I didn’t necessarily consider myself a nerd when I was growing up, I did devote a fair amount of free time reading books for pleasure.
We all turned the clocks forward this past week and now we have an extra hour of daylight at the end of the day. I don't know about you, but it seemed like we all just got used to the shorter days. With the new injection of energy that the extra daylight brings I wanted to share some activities that we can all do outdoors that I would not consider traditional.
We here at US Wealth Management have made great strides with the introduction and implementation of our personal service guide. That is our way of documenting for you the exceptional service that you can expect to receive from our team and the entire company. If you can’t find yours or want to learn more about it, email me personally at email@example.com.
In this world of electronic gratification from e mail through electronic investment statements, we’d like to personalize it just a bit by bringing to your attention some of the finer points of conducting safe on line commerce when dealing with U.S. Wealth Management or any financial partner.
By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®
As we sit here looking at another snowy day in our Braintree Headquarters, I think about my snow bird friends with their feet in the sand somewhere warm. Yes, this year I am jealous. Except this year I’m not sure if it is an age thing or the seemingly long, cold and white winter.
A few weeks ago we joined another family on a ski trip up to Sugarbush Mountain in Vermont.
By: Alexander G. Weiss, CFP®
It seems everyone now-a-days is fixed on trying the new hottest item. It feels that we should be on the iPhone 10 already and restaurants should be changing menus daily. I am a big fan of trying new and exciting things so don’t take that the wrong way – but I also think we should all spend some time out to visit the classics.