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April 2026

16 Apr

Posted at 10:15h in Financial Planning, Fixed Annuity, Indexed Annuity, Retirement Income Planning, Variable Annuity by

When Does an Annuity Make Sense in a Financial Plan? Annuities are often discussed in retirement planning, but they can also be misunderstood. Some people view them as a solution for guaranteed income, while others are unsure how—or if—they fit into a broader financial strategy. The reality...

08 Apr

Posted at 11:25h in Irrevocable Trust, Nova Wealth Management News & Updates, Retirement Tax Planning by

What Are the Tax Implications of an Irrevocable Trust? When it comes to estate and tax planning, irrevocable trusts often come up as a powerful strategy. But with that potential comes complexity—especially around taxes. Understanding how irrevocable trusts are taxed can help you evaluate whether they may...

06 Apr

Posted at 09:31h in 401(k), 403(b), 457 Plan, Pension Plan, Retirement Tax Planning, Rollover IRA, Roth 401(k), Roth IRA, Self-Directed IRA, SEP IRA, SIMPLE IRA, Solo 401(k), Thrift Savings Plan, Traditional IRA by

What to Know About Retirement Tax Planning Before You Retire As retirement approaches, many individuals focus on savings, investments, and income—but taxes can play a significant role in how much of that income you actually keep. Understanding how retirement income is taxed, and how different decisions...

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🚨 NEW 2027 RETIREMENT CONTRIBUTION LIMITS!

The IRS has announced updated limits for retirement savers.

Here`s what you should know:

💵 401(k): $25,500

💵 IRA: $7,500

📈 Age 50+ 401(k) catch-up: $8,500

📈 Ages 60–63 special catch-up: $11,750

The bigger question: Are your retirement contributions aligned with your retirement goals?

Increasing savings can be helpful, but your retirement strategy should also consider taxes, investment risk, and how you`ll eventually generate income.

📖 Read our latest blog through the link in our bio.

#401k #RetirementPlanning #IRA #RetirementSavings #FinancialPlanning #NovaWealthManagement

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Nov 13

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🚨 NEW 2027 RETIREMENT CONTRIBUTION LIMITS! The IRS has announced updated limits for retirement savers. Here's what you should know: 💵 401(k): $25,500 💵 IRA: $7,500 📈 Age 50+ 401(k) catch-up: $8,500 📈 Ages 60–63 special catch-up: $11,750 The bigger question: Are your retirement contributions aligned with your retirement goals? Increasing savings can be helpful, but your retirement strategy should also consider taxes, investment risk, and how you'll eventually generate income. 📖 Read our latest blog through the link in our bio. #401k #RetirementPlanning #IRA #RetirementSavings #FinancialPlanning #NovaWealthManagement

Retiring without children? Your financial plan may need a few extra considerations.

Retirement planning isn`t just about how much you`ve saved.

It`s also about preparing for the unexpected.

💰 Who will help manage your finances if needed?

🏥 Who will make healthcare decisions on your behalf?

📋 Are your estate documents current?

🔐 What safeguards are in place against financial fraud?

❤️ Who or what organizations would you like to benefit from your estate?

For solo retirees, these questions can be especially important.

At Nova Wealth Management, we help clients consider the many pieces of a comprehensive retirement plan.

📖 Read our latest blog through the link in our bio.

#SoloRetirement #RetirementPlanning #FinancialIndependence #EstatePlanning #RetirementIncome #BonitaSprings #NaplesFlorida

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Nov 12

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Retiring without children? Your financial plan may need a few extra considerations. Retirement planning isn't just about how much you've saved. It's also about preparing for the unexpected. 💰 Who will help manage your finances if needed? 🏥 Who will make healthcare decisions on your behalf? 📋 Are your estate documents current? 🔐 What safeguards are in place against financial fraud? ❤️ Who or what organizations would you like to benefit from your estate? For solo retirees, these questions can be especially important. At Nova Wealth Management, we help clients consider the many pieces of a comprehensive retirement plan. 📖 Read our latest blog through the link in our bio. #SoloRetirement #RetirementPlanning #FinancialIndependence #EstatePlanning #RetirementIncome #BonitaSprings #NaplesFlorida

Your service matters. So does your financial future.

For veterans and military families, retirement planning may involve benefits and considerations that differ from those of other households.

From VA disability compensation and healthcare benefits to military retirement pay and survivor benefits, understanding how these resources fit together can make a meaningful difference.

💙 At Nova Wealth Management, we`re proud to support our veterans and their families.

And we`re especially proud that our team includes a veteran—wealth advisor and CPA Scott Nelson.

Our latest blog explores how veterans benefits can be incorporated into a broader financial strategy.

📖 Read more through the link in our bio.

Thank you for your service!

#VeteransBenefits #MilitaryFamilies #VeteransFinancialPlanning #FinancialEducation #RetirementPlanning #BonitaSprings #NaplesFlorida #NovaWealthManagement

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Nov 11

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Your service matters. So does your financial future. For veterans and military families, retirement planning may involve benefits and considerations that differ from those of other households. From VA disability compensation and healthcare benefits to military retirement pay and survivor benefits, understanding how these resources fit together can make a meaningful difference. 💙 At Nova Wealth Management, we're proud to support our veterans and their families. And we're especially proud that our team includes a veteran—wealth advisor and CPA Scott Nelson. Our latest blog explores how veterans benefits can be incorporated into a broader financial strategy. 📖 Read more through the link in our bio. Thank you for your service! #VeteransBenefits #MilitaryFamilies #VeteransFinancialPlanning #FinancialEducation #RetirementPlanning #BonitaSprings #NaplesFlorida #NovaWealthManagement

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Bonita Springs, FL

24311 Walden Center Dr Ste 200,
Bonita Springs, FL 34134

Naples, FL

780 5th Ave S, Suite 200,
Naples, FL 34102

Dallas, TX

5956 Sherry Ln 20th Floor,
Dallas, TX 75225