Snaps From Our Independence Day Weekend!
July 6, 2022
Recent Insights
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…
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