NPC Financial

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.

Have you taken these key estate planning steps? To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

We are proud to officially welcome our 2026 Summer Internship Class to NPC Financial.

This program was created to give aspiring finance professionals the opportunity to gain real-world experience, develop meaningful professional relationships, and learn from leaders across our organization. Throughout the summer, our interns will be exposed to financial planning, wealth management, business development, leadership, and the day-to-day work that helps individuals, families, and businesses pursue their financial goals.

A special thank you to Abe Kaoud for his leadership, vision, and dedication in bringing this program to life. His commitment to mentoring and developing future professionals has created an incredible opportunity for these students to learn, grow, and build a foundation for their careers.

Congratulations to each of our interns on earning your place in this program. We are excited to invest in your development and look forward to watching your growth throughout the summer.

Welcome to NPC Financial. The future is bright.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

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Over age 50? You may be able to catch-up on retirement.

Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insurance can make business succession planning a lot easier

How to use insurance in business succession plans As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.

Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefits. How can you make charitable giving part of your long-term plan?

How to fund your charitable giving in retirement The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

Please join us in congratulating Jeffrey Yitz Stern on an incredible milestone at NPC Financial.

Yitz’s dedication, leadership, and commitment to excellence continue to make a lasting impact across the firm. This year, we are proud to celebrate both his promotion to Associate Principal Owner and his achievement of obtaining the Series 24 license. It’s a reflection of his hard work, dedication, and continued growth as a leader in our organization.

Yitz, thank you for your years of commitment to the NPC team, our advisors, and the clients we serve. We’re excited for this next chapter and all that’s ahead.

Congratulations on this well-earned accomplishment.

For working couples, benefits decisions aren’t always straightforward. With two employers and two benefits plans to consider, choosing the right option requires weighing coverage, costs, and how each plan supports your priorities.

Couples: How to choose between 2 insurance plans Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.

Excited to contribute to a cause close to our hearts.

Recently, our firm, NPC Financial, had the opportunity to support Ransom Everglades School, an incredible organization dedicated to preparing students for a lifelong journey of learning, the call to service, and the responsibility to lead in an environment that fosters academic and co-curricular excellence alongside social well-being.

NPC Financial chose to support Ransom Everglades School because we’ve seen firsthand how strong communities can change lives.

Growing up, local programs like after-school support and food assistance made a real difference for families around us.

Being able to give back and help create those same opportunities for others feels deeply meaningful.

Thanks to GuardianLife’s matching gifts program, our contributions are amplified, a powerful reminder that when we come together, we can create an even greater impact.

What causes are you passionate about?

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