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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Marriage changes everything, including your insurance needs.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Calculating your potential Social Security benefit is a three-step process.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, cracking the code on bonds.
Even low inflation rates can pose a threat to investment returns.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What are your options for investing in emerging markets?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.