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…
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…
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…
Introduction to Dante Coppola
The day has finally come. It is my time to adorn the mantle that my coworkers have done before me – joining the personal article write up rotation. To me, this is one of the final initiations as a member of the Napier Financial team. I am typically not one to drone on and on…