A few Christmas photos from the Napier Team… We hope you’re enjoying the holiday season with your loved ones!
Christmas 2022!
December 28, 2022
Recent Insights
It’s Not What You Make, It’s What You Keep
There’s an old adage, “It’s not what you make, it’s what you keep.” Tax filing season serves as an annual reminder of this concept. If you make $2 million but have to pay 50% to Uncle Sam and your state, it doesn’t feel like you’ve actually made $2 million, does it? That’s why I would…
Go Bag
In college, one of our favorite pastimes was giving each other wild scenarios and asking what everyone would pack in their ‘Go Bag’ given the circumstances. The answers were always shocking and intentionally goofy, but it was clear that none of us had a true understanding of what and when a ‘Go Bag’ was used….
Private Foundations vs. Donor-Advised Funds
By: Alex Weiss CFP® | President & Wealth Manager As we enter the new year, some of our clients are looking ahead at significant income events such as selling a business. Whatever the cause, the expected income comes with a hefty tax bill if no creative action is taken. Two common charitable giving options often…
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