David Leone

As April brings another tax season to a close, we find ourselves reflecting on our journey from a dedicated tax practice to the comprehensive financial planning firm we are today. This season especially reminds us of our roots and reinforces why the integration of tax and financial planning remains crucial for our client’s success.When I reflect on those busy April days of working late in the office with my grandfather and grandmother, I can’t help but recall their meticulous attention to detail and the deep conversations with our clients regarding their personal and financial lives. Those tax season discussions often revealed opportunities that extended far beyond tax returns—opportunities that eventually led us to expand into the comprehensive financial planning firm we are today.It’s a reminder that tax season isn’t just about submitting returns to the IRS, but it’s a unique opportunity to:Plan Around Your Tax SituationReview the previous year’s financial […]

As March Madness fills our screens with buzzer-beaters and bracket-busters, let’s bring that same excitement to managing your money. Just like your favorite basketball team needs a solid game plan to succeed, your finances deserve a winning strategy too.Your Starting LineupThink of your money like a basketball team. Each player has a crucial role:Your Savings: The reliable point guard who keeps everything running smoothlyYour Goals: The star shooter aiming for those big financial winsYour Safety Net: The steady center defending against life’s surprisesYour Future Plans: The team captain leading the way to long-term successBuilding Your BracketLike filling out your March Madness bracket, planning your finances is about making smart choices. Start with the basics:Know your monthly income (your home court advantage)Track your spending (keep score of where your money goes)Set aside savings (build your lead early)Plan for the unexpected (be ready for those surprise upsets)Game-Winning StrategiesChampionship teams don’t win by […]

This February, while everyone’s talking about matters of the heart, let’s discuss another relationship that deserves your attention – the one with your finances. Just like romantic relationships, your financial well-being requires dedication, understanding, and consistent effort. Here’s how to spark a lasting romance with your money management skills. The Love Languages of Money Just as everyone has different love languages, we all have unique financial styles. Some of us are savers, others are spenders, and many fall somewhere in between. Understanding your financial personality is crucial for developing strategies that work for you. Your money management style should reflect your values and goals, not someone else’s. First Date with Your Finances: The Initial Assessment Just as you wouldn’t rush into a relationship without getting to know someone, take time to understand your current financial situation. Review your income, expenses, debts, and savings. Like those first date butterflies, facing your […]