The Rob Napolitano family is thrilled to be expecting…..
A Boy!
The Rob Napolitano family is thrilled to be expecting…..
By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman Most people approach their financial planning on a piecemeal basis. They look at their portfolio every now and then. They talk to an estate planner every 10 or 20 years, even though it should be more frequent. They buy their life insurance in…
As the Lunar New Year rolls around, we’re not just welcoming a new year, we’re diving into a vibrant tapestry of tradition, culture, and a whole lot of fun! The Lunar New Year is the most important holiday in the Chinese community, and it serves as a time to reconnect with loved ones and honor…
By Thomas Schulte | Director of Financial Planning We all love it when things are going well in our financial world. Our portfolio is up, our income is growing, and the business is doing well. While that’s never bad news, optimism often comes with a dangerous case of tunnel vision. As Morgan Housel reminds us,…
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