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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.

Tuesday, January 14, 2020

One of the most frequent questions from clients and friends, alike, is whether it makes sense to pay off a mortgage early, prior to retirement. As desirable as this might sound, it is worth considering carefully, especially here in...

Tuesday, January 14, 2020

December 2018 represented the worst December in the stock market since 1931. This was certainly an unwelcome surprise for investors. This development may seem especially extreme after the unusual calm we’ve had in the markets...

Tuesday, January 14, 2020

If there’s one distinct characteristic to life in Napa Valley, other than superb wine, it would be the extraordinary generosity of its residents. In fact, having lived in four world renown cities prior to making my way to Napa in...

Tuesday, January 14, 2020

Vern and Shelley Green finally reached the point in life they had long waited for- retirement. Vern had been an employee and an independent contractor all his life and between his 401K and IRAs he had managed to save $600,000. Shelley...

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...

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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...