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  • SAN JOSE
    150 Almaden Blvd. Suite 1375 San Jose, CA 95113 T: 408.279.1724
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    575 Market Street Suite 3900 San Francisco, CA 94105 T: 415.538.5700
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    4000 Civic Center Dr. Suite 500 San Rafael, CA 94903 T: 415.870.2470
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    3558 Round Barn Blvd. Suite 200 Santa Rosa, CA 95403 T: 707.757.2150
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Dealing With the Financial Side of Divorce
2/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events
“American Rescue Plan” Includes More Payments to Families
2/24/2021
If passed, the package means families of four with household income below $150,000 will receive at least $14,000 in federal support in 2021.
Economy & Policy
Read
Read
Remember: RMDs Waived for 2020, Not 2021
2/23/2021
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
Retirement & Longevity
8 Essential Documents for Your Estate Plan
2/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving
How to Guard Your Nest Egg From “Sequence of Returns” Risk
2/22/2021
Explore strategies for protecting your future spending power.
Retirement & Longevity
Read
The Three T's of Effective Trustees
2/17/2021
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Read
6 Key SECURE Act Takeaways for Individual Investors
2/16/2021
Review key changes that may affect your retirement and estate planning.
Retirement & Longevity
Read
How Different Types of Insurance Help Manage Risk
2/16/2021
Find the right mix of coverage to live with confidence.
Retirement & Longevity
Are You and Your Partner on the Same Retirement Page?
2/11/2021
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Volatility Spikes; First Monthly S&P 500 Loss Since October
2/1/2021
Despite hitting five new record highs during January, the S&P 500 posted an overall loss for the month.
Markets & Investing
Strategies for Paying an Unexpected Tax Bill
1/29/2021
Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan.
Tax Planning
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Napper Wealth Planning logoNapper Wealth Planning logo
  • Napper Wealth Planning of Raymond James
  • WALNUT CREEK: 2999 Oak Rd Ste 1030 Walnut Creek, CA 94597-1996
  • T: 925.944.5180
  • F: 866.467.4284
  • TF: 888.230.1647
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN JOSE: 150 Almaden Blvd. Suite 1375 San Jose, CA 95113
  • T: 408.279.1724
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN FRANCISCO: 575 Market Street Suite 3900 San Francisco, CA 94105
  • T: 415.538.5700
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN RAFAEL: 4000 Civic Center Dr. Suite 500 San Rafael, CA 94903
  • T: 415.870.2470
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SANTA ROSA: 3558 Round Barn Blvd. Suite 200 Santa Rosa, CA 95403
  • T: 707.757.2150
  • Map & Directions
  • Map & Directions

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