Joanne Natale, CPA, CFP
Proactive Solutions for Small Businesses and Individuals
We're a local firm serving small business and organizations in the Bucks County, Montgomery County, and the Greater Philadelphia area. We utilize our 35+ years of business accounting experience to assist our clients in making educated business decisions.
We deeply appreciate our current clients and professional partners for the increasing number of referrals we receive on an annual basis. You can find out more about us here, and some of the questions we are frequently asked.
Or simply give us a call at:
Proactive Financial Strategies
We also offer personal financial planning services. For more information - please click the link below.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
At what point can you call a personal vehicle commercial?
What’s the deal with your yearly free credit report?
Military families face unique challenges, making personal finance even more critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Apps that help small business owners better manage and grow their business.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Here is a quick history of the Federal Reserve and an overview of what it does.
There are a few things to consider when buying or leasing your next vehicle.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.