Our robust national network of advisors spans the country from New England to California and brings together a common focus – a personal interest in targeting your investment, insurance, and retirement needs as they change throughout your lifetime.
By: John P. Napolitano, CFP®, CPA, PFS, MST
Naturally, this answer is going to be different for everyone, so let me talk about the common mistakes and pitfalls of either bequeathing property at death or gifting while you are alive.
Read more ...By: John P. Napolitano, CFP®, CPA, PFS, MST
A lot has been written and bantered about amongst the snowbird crowd regarding changing their legal domicile to a more income tax friendly state.
Read more ...The latest in Market and Economic Commentaries, Quarterly Reports, and Client Letters
