by Joe Fragnoli | Sep 12, 2019 | Business Planning, estate planning, financial planning, retirement, Retirement Planning, Tax Planning
Financial Direction – One Question There are a number of people who want to achieve financial direction through cohesive financial planning and plan for their future; however, the process can be overwhelming. They get their check lists or questionnaires and...
by Joe Fragnoli | Aug 15, 2019 | Business Planning, estate planning, financial planning, retirement, Retirement Planning, Tax Planning
Financial Planning – It’s for Everyone Financial planning is a process that can and should be applied to all those who seek it. I am so tired of seeing these TV commercials where the moderator speaks about a great quality of life in retirement, or funding...
by Joe Fragnoli | Aug 11, 2019 | financial planning, retirement, Retirement Planning, Tax Planning
A Cohesive Financial Plan Is your financial plan, if you have one, a cohesive financial plan that incorporates YOUR objectives, desires, and financial target?. Does the plan include income tax implications for current decisions and future objectives? If not, then you...
by Joe Fragnoli | Apr 28, 2019 | financial planning, retirement, Retirement Planning, Tax Planning, Uncategorized
Retirement planning – it’s not too late so take action now. I frequently hear from clients and prospects that they think they will never retire because they haven’t put anything away for retirement. They may be in their forty’s, fifty’s,...
by Joe Fragnoli | Jul 26, 2016 | retirement, Retirement Planning, Tax, Tax Planning, Uncategorized
You need less to retire than you think! I have been preaching for a while now that many individuals have been fooled into thinking they need some ridiculously large sums of money in a retirement plan in order to retire. This is just not true. But, commissioned based...
by Joe Fragnoli | Jun 6, 2016 | retirement, small business, Tax, Tax Planning, Tax resolutions, Uncategorized
People ask me what type of firm I have and what do I do and I now say I am a TAX MINIMALIST STRATEGIST! When I tell people I am a CPA they just get a glaze over their eyes like that means nothing to them. That is to say, they know what a CPA is, but that is such a...
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