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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Gaining a better understanding of municipal bonds makes more sense than ever.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Simple steps may help you foil hackers and protect your privacy.
Probate can be a completely public process, or it can be managed to include as little information as possible.
It's important to make sure your retirement strategy anticipates health-care expenses.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?
Here is a quick history of the Federal Reserve and an overview of what it does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?