Making Cents: Professional Skepticism

When I was trained as a rookie CPA candidate in the late 70’s, the term professional skepticism was first introduced to me. What it means is that we should not accept all stories at face value. In the accounting world, it goes even further to mean that one should corroborate or validate through examination and…

Making Cents: How Much Life Insurance Is Enough?

I’ve never heard anyone say that the death benefit check that they cashed from the passing of a loved one was too big.  On the contrary, there are way too many situations where there are foundations and community fund raising efforts to help those who clearly had too little. So the big question is, how…

Couple on Bridge

Making Cents: Transitions Shine A Spotlight On Your Preparedness

By: John P. Napolitano, CFP®, CPA, PFS, MST Now that I have decades of experience working with families and recognizing what causes many folks to spring into action, I can easily say that transitions cause the most angst. Transitions can be expected and simple like having a baby, getting married or retiring. But transitions are…

Making Cents: Fake News About Your Finances

The term ‘fake news’ has been spouted, jousted and used quite a bit in the past couple of years. At its root, we all want to believe news and other statements made allegedly on fact. But when it comes to financial issues, there’s plenty of fake news being delivered every day by unknowing or unscrupulous…


Making Cents: Term Life Insurance Reviews

Many people buy their life insurance and then don’t think about it until the next premium notice arrives. Even if you’re in the early stages of a 20 year term policy that was to replace income for the premature death of a young parent, there may be issues for you that were not addressed by…

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