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PO Box 496
Hilltown, PA 18927

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Joanne Natale, CPA, CFP

(484)863-3885

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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:

(484) 863-3885

Proactive Financial Strategies

We also offer personal financial planning services.  For more information - please click the link below.

Helpful Content

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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Proactive Accounting Solutions, Inc.

(484)863-3885

joanne@pasolinc.com