Dante Coppola

A collection of Insights

A Reminder that Flexibility is Important

In life, the ability to adapt and remain flexible in the face of unexpected challenges can make all the difference, as I was reminded just last week by the events surrounding the New England Patriots. This situation serves as a powerful reminder that no matter how carefully crafted a plan may be, the need for…

football

It’s the most wonderful time of the year!

No, I don’t mean the winter holidays – I’m talking about the start of football season, which has finally arrived! We have patiently waited over six months for tomorrow to mercifully bring the first game of the NFL season. The game that gathers families together (with beer and wings, or another favorite gameday food) in…

Dante Moving Day

Home Sweet Home

At the beginning of June, my wife Deidre and I finally moved into our first home in Franklin! Our entire home buying process lasted approximately six months. This included hours searching through Zillow and MLS listings, spending every weekend at open houses, making offers on the homes we deemed worthy, and having quite a few…

Meat Slicer Requested by Nonno

Special Delivery

About a month ago while at my Nonna and Nonno’s house for Sunday dinner, Nonno approached me with a very specific request; to order him an electronic meat slicer. For a normal grandfather request this may seem odd, however, nothing surprises me when it comes to my family and food. I’m sure my Nonno was…

dante-deidre-santa-monica

California Dreaming

What a week my wife Deidre and I had visiting beautiful southern California. We were in town for one of my cousin’s weddings and decided to go the week leading up to the wedding as a small vacation. Staying at my grandparent’s house in Vista, we certainly made the most of our time. Here is…

Winter Peaceful-Land

Alright, I may be in the miniscule minority here, but who else does not mind shoveling snow?? Cue the cricket noises. Don’t get me wrong, I would rather not have snow to shovel at all. Especially when I do not receive any help in this department. However, it’s not that bad. What I enjoy most…

taxes

Timeline of Tax Forms

It’s everyone’s favorite time of year again – tax season! There are several dates to be aware of regarding your tax forms from LPL Financial and other asset custodians. Most of the tax forms will be mailed out between January and March to meet all IRS deadlines. You may also find copies of the tax…

Dante Gets Married!

The day has finally come and gone, culminating with my marriage to my beautiful (now) wife, Deidre. We could not have asked for a better ceremony and reception for our wedding. It was an amazing day on which we got to express our love for one another in front of all our family and close…

cfp

Dante Coppola, CFP®!!

I did it! I have climbed the mountain and achieved the pinnacle of my profession. I’m referring to me acquiring the Certified Financial Planner™ designation, of course. My CFP® path took almost four months of intense studying, two whole years of educational courses, course exams, and a comprehensive project, but I finally passed the CFP…

From Financial Planning To Wedding Planning

I’m sure all of you are getting tired and bored of us constantly talking about our weddings by now. However, it is one of my biggest life events (so far) and has taken up a lot of my time and planning in the last nine months. So, here’s another, slightly different, article about planning for…

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