By: John P. Napolitano, CFP®, CPA, PFS, MST

Every year about this time, I publish something about trying to cut your income tax bill. This time of year makes sense because in April, many people are looking back at the tax returns that they just filed or extended for 2018 and asking, how can they cut this bill for 2019.

How to Avoid Retirement Woes

Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are used by employers and plan participants to benchmark their plans against overall averages. How does your plan compare to the most recent survey results, released at the end of 2018?¹

Gratitude

By: Gary R. Oman

As Easter approaches, it seemed to me that this would be an opportunity to express my appreciation.  Sometimes, in passing, we reflect on people or acts of kindness or other things, saying, “that was thoughtful or that was nice”.  Those are good thoughts but sometimes more is better.

By: John P. Napolitano, CFP®, CPA, PFS, MST

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

Market Commentary – A Strong Start to the Year, but Risks Remain

After suffering their worst December since the Great Depression, stocks had their best first quarter in ten years primarily due to the Federal Reserve halting interest rate increases and improving U.S-China trade relations. Perhaps the most impactful event of Q1 was the Fed

By: John P. Napolitano, CFP®, CPA, PFS, MST

A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the arts, philanthropy is a core value for many.