Insights
From the Team
Our thoughts on finances, planning, and life in general.
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Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the...Recent Insights
Family Traditions
We are lucky to have family traditions that my kids, as young as they are, anticipate with excitement and energy only young children can bring. With the holidays upon us everyone has traditions on their mind, and when you have a new generation of children the traditions of old often get a little shaken up. …
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…
From Secret Agents to Secret Ingredients
The CIA is an entity of great respect and secrecy. America’s top minds spend their days hard at work, homing in their craft for the benefit of our nation’s peace of mind, united pride and ……. full bellies? Yes, the Culinary Institute of America is the premier training grounds of our country’s best chefs. Over…
How Alex Met John
By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman There’s a lot I’m grateful for in life. One thing I am uniquely grateful for is the incredible multi-generational team we’ve been able to build at Napier Financial. When you spend a few decades giving 100% effort on behalf of your clients, it…
2024: Milestones, Memories, and What’s Next
This may well be my last article of 2024. To that end, I’d like to be the first to say that spending 2024 with you has been a privilege. I know the year wasn’t a privilege for everyone. 2024 brought its share of heartbreaks to the 135 families that we work with. And for you,…
Giving Through Endowments
By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman In honor of Giving Tuesday Financial planning is at its best when a client asks us, “Help me find a way to do something that’s deeply important to me.” In that vein, I want to share a recent client story of this sort…