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June 2026

24 Jun

Posted at 10:05h in 401(k), 403(b), 457 Plan, Financial Planning, Legacy Estate Planning, Retirement Income Planning, Retirement Tax Planning, Roth IRA, SEP IRA, SIMPLE IRA, Traditional IRA by

Understanding the Life Expectancy Method for IRA Distributions Required Minimum Distributions, commonly known as RMDs, are one of the most important retirement tax rules retirees need to understand. Once certain retirement account owners reach the required age, the IRS generally requires annual withdrawals from traditional retirement...

18 Jun

Posted at 09:27h in Financial Planning, Retirement Income Planning, Retirement Tax Planning by

One Retirement Savings Move Many Married Couples May Be Missing When married couples think about retirement planning, they often focus on saving more, investing wisely, and reducing taxes. However, a recent study suggests that many couples may be overlooking a surprisingly simple strategy that could help...

16 Jun

Posted at 08:50h in Financial Planning, Nova Wealth Management Dallas News & Updates, Nova Wealth Management News & Updates by

How to Avoid Text Scams and Spot Red Flags Before It's Too Late Text message scams are becoming one of the fastest-growing forms of fraud in America. What once were easy-to-spot messages filled with spelling errors and suspicious links have evolved into highly sophisticated scams that...

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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

Our Locations

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