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This blog discusses financial planning and wealth management topics that can help with money management for individuals, families and small businesses, as part of their overall retirement planning. Key topics will be: Investment Planning, Insurance Planning, Consumer Credit Management, Retirement Planning, Executive Compensation, Business Succession Planning, College Planning, Charitable Giving Strategies, Estate Planning and Investment Tax Strategies.

 

Wednesday, November 7, 2018

This is the time of year that many Napkins puzzle over tax strategy. This year will probably find vastly more taxpayers, along with a good share of the accounting community, perplexed by the many changes that went into effect as a...

 

Tuesday, September 19, 2017

Pardon me for this brief interruption in our idyllic Napa Valley summer. I must admit it gets harder to reflect on investments when the only reflection I really care to see is that of my nose in a glass of chilled chardonnay as the sun...

 
 

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