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
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…
My Ideal Annual Review
By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman I was recently asked, “John, what does your ideal annual review look like? What are you looking at for yourself?” Everyone’s financial situation evolves as life goes on. We go through various stages: accumulation, spending, preservation, and distribution. At this stage of my…
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…