100 years after Charles Ponzi created his famous scam, investors can still fall prey to financial fraud. Here are some tips to avoid it.
Rick Miller and Frank Napolitano will speak at the upcoming NADP conference on using the lifetime balance sheet in divorce planning to make the outcome more equitable and sustainable.
Often, people don’t start planning for retirement until later in life. To get the best results, it’s wise to begin financial planning young.
Website: https://www.sensiblefinancial.com/people/frank-napolitano/ Phone: (619) 573-4131Email: email@example.com
This month I’ve decided to take a break from my typical financial musings to tell you about my experience as a volunteer on the fundraising committee at the Free Flight Exotic Bird Sanctuary. It was 2015. I had recently moved to San Diego and was spending a lot of time at their world-famous zoo. I’d[Learn more…]
We work closely with you to understand your lifetime budget, or how much money you expect to live on each year. From that perspective, risk management is the set of insurance products that will allow you and your family to maintain that budget over the course of your lifetime.
An estate plan is a series of documents that helps you achieve goals such as providing for your family in the event of an emergency and formalizing your wishes about end of life care at the lowest cost to you and your family. We can give you guidance along the whole process, even working closely[Learn more…]