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PO Box 496
Hilltown, PA 18927

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Joanne Natale, CPA, CFP

215-258-3885

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Celebrating the end of tax season at Bishop's Winery April 2018

Thinking of Retirement?

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Proactive Financial Strategies

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

Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

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

 

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Estimate Your RMD

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

What Can a Million Dollars Buy You?

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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Proactive Accounting Solutions, Inc.

(484)863-3885

[email protected]