While our name and branding has changed, we are still a holistic, boutique financial planning and wealth management firm that is dedicated to serving all your financial needs.
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From the Team
Our thoughts on finances, planning, and life in general.
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Recent Insights
Making Cents: How to talk to Elderly Loved Ones about their Estate Planning
In many ways, this is one of the most important issues that I see, and one of the least frequently discussed within the family ranks. The topic is family awareness of the aging parents’ financial situation and estate plan. All too often adult children are surprised at the poor planning that their parents did to…
A Record-breaking Jimmy Fund Tournament!
A record-breaking year in the books! This past Friday we held our 8th Annual Napier Financial Jimmy Fund Golf Tournament in honor of Mike Aizenstadt to benefit research, treatment, and the eventual cure of Acute Myeloid Leukemia (AML). Due to the unbelievable generosity of individuals, families, and local businesses, we achieved our goal of raising…
Jenn Incoming and Outgoing!
As you may already know, our beloved Jenn Kovalski is having her second child in November. She, John and her almost 2-year-old daughter Tessa eagerly await the arrival of #2. There is a possibility that this new child will be born on the birthday of her older sister, Tessa. Only time will tell. Effective the…
Making Cents: How Close Should You Watch Your Plans?
A financial plan is just that, a plan to help attain the financial freedoms you want while taking precautions so that the unthinkable doesn’t sink your ship. This requires diligent coordination of many moving parts. Those parts are, but not limited to, cash flow, inflation, earnings, investment performance, tax laws, estate plans, insurance plans, family…
Dante Coppola, CFP®!!
I did it! I have climbed the mountain and achieved the pinnacle of my profession. I’m referring to me acquiring the Certified Financial Planner™ designation, of course. My CFP® path took almost four months of intense studying, two whole years of educational courses, course exams, and a comprehensive project, but I finally passed the CFP…
Making Cents: Beneficiary Choices Need to be Reviewed
With certain assets, it doesn’t matter what your will says. Upon your passing, these assets will flow to whomever you elect as the beneficiary of each individual account. Beneficiary elections are made for retirement accounts and insurance contracts. Typically, these beneficiary elections are made when you establish the account. For certain retirement accounts, these elections may be…