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.
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 Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Four vacation destinations you might never have thought of.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
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 questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
When should you take your Social Security benefit?
Why are 401(k) plans, annuities, and IRAs so popular?
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.