Plan with a Purpose
Starting with your vision, and your goals, your financial strategy should reflect everything important to you.
Starting with your vision, and your goals, your financial strategy should reflect everything important to you.
We have developed a finely tuned process that will lead you through the six stages of financial planning. This detailed and comprehensive process has received national recognition from the Financial Planning Association (FPA®).The following section details our process.
Michael Lopata and his team provide personalized, objective and comprehensive financial advice to business owners, professionals and families. We present alternative solutions in a clear and understandable way so our clients can make informed choices.
Three in five small businesses (with fewer than 300 employees) don't have a business succession plan in place. (https://www.nationwide.com/personal/about-us/newsroom/press-release?title=020717-nw-business-succession)
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Will you be able to afford nursing home care?
How much can you afford to pay for a car?