While our name and branding has changed, we are still a holistic, boutique financial planning and wealth management firm that is dedicated to serving all your financial needs.
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From the Team
Our thoughts on finances, planning, and life in general.
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Welcome Yoyo Chen!
A few weeks back, we welcomed Yoyo Chen to the Napier Financial team. She joined our operations team, and most people on this weekly newsletter will connect with Yoyo (if they haven’t already) in the next few weeks or months. Not only is Yoyo smart and has a wonderfully warm personality, she has a bunch…
Making Cents: Divorce and Money
It’s no secret that many couples end up airing their grievances in court. About 50% of our married population ends up in divorce, with second marriages showing a higher rate of divorce at around 65%. Rarely looked back upon with fond memories, the battling and legal costs associated with divorce brings anguish. Almost as rare…
Fridays on the 405
At the end of a trying week of elementary school, us kids deserved a release, an exclamation point crossing the threshold from learning minds to wacky-weekend-warriors. After years of observation and experimentation, our beautiful brains learned that we could clip in seatbelts from across the aisle to create a makeshift swing. Parlay that with ‘the…
My Kind of Golf
Golf has always been an interesting sport to me. I try my hand a few times every year, enjoy more than a few beers with my friends, and judge how well I do by if I finish with any of the balls that I brought. So far…….no luck. That’s why TopGolf has always sounded like…
Making Cents: Does Using an Entity To Own Property Provide Protection?
As with many things financial, the answer is maybe. The type of protection and the type of entity you are using will determine just how protected your assets are from potential problems. A very common example is the ownership of rental real estate. If you own rental real estate in your own name, and someone…
Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the…