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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Military families face unique challenges, making personal finance even more critical.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
An inside look at how marginal income tax brackets work.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The decision whether to buy or rent a home may have long-term implications.
All about how missing the best market days (or the worst!) might affect your portfolio.