Florida Retirement Tax Advantages: Why the Sunshine State Is a Haven for Retirees When it comes to retirement planning, where you live can make as much difference as how you save. That’s one reason Florida—and communities like Bonita Springs, Naples, Marco Island, Estero, and Fort Myers—remains...
Common Estate Planning Mistakes to Avoid Estate planning is one of the most important — and often misunderstood — parts of a complete financial plan. Many people delay creating one, assuming they’ll “get to it later.” But waiting, overlooking key details, or taking a one-size-fits-all approach...
Understanding the Basics of Retirement Tax Planning When most people think about retirement, they picture free time, travel, or family gatherings — not the IRS. Yet taxes play a major role in how far your retirement dollars can go. Understanding the basics of retirement tax planning...
Top Questions Clients Ask About Legacy Estate Planning When people hear the phrase estate planning, they often think it only applies to the very wealthy. But at Nova Wealth Management, we believe everyone has a legacy — whether that means passing on financial assets, family values,...
Planning Ahead: Retirement Tax Planning for Every Stage of Life When it comes to planning for retirement, taxes are one of the biggest variables that can impact how long your money lasts. No matter your age or career stage, understanding how taxes affect your retirement income...
What to Ask Before Choosing a Financial Advisor in Southwest Florida Finding the right financial advisor isn’t just about credentials — it’s about trust, transparency, and fit. Whether you live in Bonita Springs, Naples, Marco Island, or Estero, choosing a professional who aligns with your goals...
How Roth Conversions Can Strengthen Your Retirement Tax Plan When it comes to retirement, one of the smartest tax moves you can make may also be one of the most misunderstood: the Roth conversion. Converting a portion of your traditional retirement savings into a Roth IRA can...
When to Review and Update Your Estate Plan Estate planning isn’t something you do once and forget. As your life evolves, so should your plan.At Nova Wealth Management, based in Bonita Springs and serving Naples, Marco Island, Estero, Fort Myers, and all of Southwest Florida, we...
How to Build a Tax-Smart Withdrawal Strategy in Retirement You’ve worked hard to save for retirement — now comes the next challenge: making your savings last. One of the biggest factors in whether your retirement income lasts is how you withdraw it. A thoughtful, tax-smart withdrawal strategy...
No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.
🍁 Happy Thanksgiving from Nova Wealth Management!
As we pause to give thanks this season, our entire team wants to express heartfelt gratitude to our clients, colleagues, friends, and families who make what we do so meaningful. 💛
Your trust and partnership inspire us every day — and we’re so thankful for the opportunity to help you plan, grow, and protect what matters most.
Our offices will be closed on Thursday, November 27 for the holiday.
Wishing you a wonderful holiday filled with gratitude, laughter, and time well spent with those who matter most. 🧡
— The Nova Wealth Management Team
#HappyThanksgiving #Gratitude #Thankful #NovaWealthManagement #SWFL #DallasTX #FinancialPlanning
Nov 27
📣 We’re Hiring an Intern! (Part-Time)
Nova Wealth Management is looking for a detail-oriented, motivated intern to support our client experience, marketing, and event coordination efforts. This role is ideal for someone who enjoys organization, communication, and learning how a wealth advisory firm operates day-to-day.
📌 Responsibilities include:
Editing YouTube videos into short clips
Categorizing video content for our website’s media library
Assisting with follow-up calls and staying on top of outreach to prospective clients
Attending lunch seminars to assist with check-in, appointments, and guest interaction
Supporting our team at several upcoming events:
January: 14 (12–5pm), 16 (8am–2pm)
February: 3 (9am–12pm), 4 (9am–12pm), 16 (10am–1pm), 20 (11am–2pm)
March: 2 (1–4pm), 13 (10am–1pm)
Additional events as needed
📅 Hours: 10–20 per week
💵 Compensation: $15/hour
If you—or someone you know—may be a good fit, please send a message or email us at beth@novawealthmanagement.com for more details!
Nov 18
🌍 Today is World Diabetes Day, a day dedicated to raising awareness and supporting those living with diabetes — including someone very special to the Nova Wealth Management family.
Many of you know that Jim and Amy’s daughter, Hope, was diagnosed with Type 1 diabetes. Her strength, resilience, and positive spirit inspire all of us every single day. 💙
Type 1 diabetes requires constant vigilance — monitoring, planning, and adjusting — yet Hope continues to face every challenge with grace and determination.
Today, we’re proud to honor Hope and the millions of individuals and families affected by diabetes around the world.
Together, we can continue to support research, education, and advocacy that bring us closer to a world where diabetes no longer defines daily life. 💪
#WorldDiabetesDay #Type1Diabetes #DiabetesAwareness #HopeForHope #NovaWealthManagement #Community #BlueCircle
Nov 15
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