Gifts That Keep On Giving
By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman We’re a week from the holidays, and hopefully, your holiday shopping is mostly done. Few things are less fun than joining the crowd of stressed procrastinators looking for last-minute presents this week. And can we even trust that 2-day delivery online shopping promises…
Fully Integrated vs. Comprehensive Planning
By: Thomas Schulte | Director of Financial Planning A lot of people come to us familiar with the term “comprehensive financial planning.” They might say, “I’m working with a comprehensive financial planner right now.” However, we use the term “fully integrated financial planning.” The best and worst part about fully integrated financial plans is…
Trick or Treat
Halloween is creeping up on us, and while we’re busy crunching numbers, we can’t resist the allure of candy! Here’s what our team loves to indulge in when the office gets a little spooky. Alex: Peanut M&Ms for the win! That said, this might be the hardest article to write – anything with a combination…
Who Left The Lights On? Handling Shared Vacation Homes
We’re reaching the end of summer, and we’ve heard quite a few stories about family vacation properties. There’s a lot of emotion tied up in the topic. Families go for a good time. They go for gathering. And as this world has gotten so global, this may be the one or two times a year…