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Thursday, September 15, 2022

As you near age 65, you may start to think about Medicare. How do you sort through your coverage options? When (and how) do you enroll? And what if you have other health insurance? Here is some information to help you...

Monday, September 5, 2022

Financial planning is an important part of securing your current lifestyle as well as preparing yourself for what you wish to do in your eventual retirement. And while this importance may look different during each stage of...

Thursday, September 1, 2022

The tech industry has been rocked by recent economic woes. While once thought of as close to recession proof, companies from Netflix to Meta are suddenly experiencing serious financial setbacks. As the Washington Post reported last...

Thursday, September 1, 2022

During their lives, many individuals make donations to favorite charitable causes to address social ills or support certain institutions. For some, altruistic motives predominate. Many technological, medical, and educational advances...

Thursday, September 1, 2022

Each year, the U.S. Department of Education distributes more than $150 billion in grants, loans, and work-study awards to millions of college students. With these financial aid programs, tuition, room and board, books, and other...

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Thursday, September 1, 2022

One of the main reasons we buy life insurance is so that when we die, our loved ones will have enough money to pay off our remaining debts and final expenses. We also purchase life insurance to provide for our loved ones' future living...

Wednesday, August 3, 2022

Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts. But when was the last time you looked at your beneficiary...

Wednesday, August 3, 2022

Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth.1 Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a...

Wednesday, August 3, 2022

Young adults starting out in life, especially newlyweds, need insurance. But what kind? As a start, a good term life policy likely is a smart move. Other types of insurance may not be. And as they age, what other varieties of coverage...

Wednesday, August 3, 2022

If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering. Also known as a DAF, a donor advised fund is a charitable investment strategy you can use to...

Monday, July 18, 2022

What is it?Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the future, and this can...

Monday, July 11, 2022

If you’re retired, there’s good news in that you’ll probably live longer and perhaps better than your parents and grandparents did. The bad news: You’ll live a longer and perhaps more expensive life, too.You...

Monday, July 4, 2022

A roof over your head and gas in your tank cost more than ever. But prices for these essentials color your view of investing. What do your nest egg, retirement planning and personal finances share with the overall American economy?...

Tuesday, June 14, 2022

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned...

Tuesday, June 14, 2022

The past 100 years have seen changes in how people plan for their financial futures and how they live. Borders no longer restrict people from living in one country; their profession often takes them to parts of the world they never...

Tuesday, June 14, 2022

Economists have shaped the modern world in many ways. Governments make policy choices in response to the data that we produce about things like GDP and inflation. Social media companies use our insights about human behavior to create...

Monday, June 13, 2022

SAN FRANCISCO, CA - Saying “I do” can be a risky investment: nearly half of all marriages end in divorce, and statistics show that the biggest source of breakup stress is money.  Couples fight more about finances than...

Wednesday, May 18, 2022

Wednesday, May 18, 2022

Tuesday, May 17, 2022

Delaying retirement appears to increase longevity among men in particular, but it does not seem to have any significant impact on the likelihood of developing health problems like diabetes and depression, a study published in 2018 by...

Thursday, May 5, 2022

Friday, February 11, 2022

Paul Simon is mobbed by admirers following his Los Altos Hills performance. The pop music legend signed autographs and posed for selfies with guests. He started with the sound of silence and ended with more “lie-la-lies” than anyone

Friday, February 11, 2022

A living legend in our backyard! Can you believe it, Paul Simon! Thank you Paul for a great performance. You are so very gracious!! Our family was so fortunate to have you perform at our home for The Life You Can Save this evening.

Friday, February 11, 2022

In support of Saint Francis High School, Carlo and Julie* Panaccione and other Saint Francis High School Water Polo Team Parents hosted another fun Tuscan themed auction party. Based on the empty plates and empty bottles we think we...

Friday, February 11, 2022

Over the past year we have had the unique opportunity to take small groups of Navigation Group clients on private tours of the state-of-the-art Tesla Factory in Fremont!

Friday, February 11, 2022

The Friendship Day 2016 car show, sponsored by Navigation Group and the Mid-Peninsula Old Time Auto Club, was a great success! With great weather and more than 460 cars and hundreds in attendance, a good time was had by all, and all...

Friday, February 11, 2022

Julie* and Carlo Panaccione were excited to be able to lend a hand and support the Bay Area Women’s Sports Initiative (BAWSI) annual fund raiser. BAWSI is a non-profit founded by women’s sports legends Brandi Chastain,...

Friday, February 11, 2022

Navigation Group hosted our 3rd Shred Party in May as part of our ongoing effort to help clients declutter and organize their lives! In addition to good company and food, we safely disposed of several tons of old documents that our...

Friday, February 11, 2022

Navigation Group welcomed Kathleen Pritchard* for a dynamic and engaging discussion on the realities of Aging With Dignity. Ms. Pritchard , who has collaborated with The Center of Innovative Care in Aging at the John Hopkins University...