Wealth Building

Making Cents: How to pay less in income taxes

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 Does Your Employer's Retirement Plan Compare?


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



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.

Making Cents: Professional Skepticism

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


Financial Forum April 2019

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

Making Cents: Thinking of setting up office in your home

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


FLASH REPORT: The Power of Charitable Remainder Trusts; Do Well by Doing Good

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.

Making Cents: What is concentration risk

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

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