Author: Beth Nova

Financial advisor explaining wealth management concepts in a clear and simple way to clients in Southwest Florida.

05 Feb Breaking Down Complex Wealth Management Topics Simply

Breaking Down Complex Wealth Management Topics Simply Wealth management can feel overwhelming. Between investments, taxes, retirement income, healthcare costs, and legacy planning, it’s easy to feel like everything is interconnected — because it is. The challenge for many individuals and families isn’t lack of interest, but...

Financial advisor reviewing a financial plan with clients in Southwest Florida

04 Feb 10 Common Mistakes to Avoid in Financial Planning

Posted at 15:52h in Financial Planning, Nova Wealth Management News & Updates by Beth Nova 0 Comments

10 Common Mistakes to Avoid in Financial Planning Financial planning is an ongoing process, not a one-time event — and the decisions you make today can influence your financial well-being for decades. Whether you live in Bonita Springs, Naples, Marco Island, Estero, Fort Myers, or are...

Family discussing legacy estate planning with a financial advisor in Southwest Florida.

03 Feb The Emotional Side of Legacy Estate Planning

Posted at 11:20h in Legacy Estate Planning by Beth Nova 0 Comments

The Emotional Side of Legacy Estate Planning Legacy estate planning is often thought of as a technical exercise — documents, beneficiaries, and legal structures. But for many families, legacy planning is deeply emotional. It touches on values, relationships, responsibility, and the desire to care for loved...

Beginner reviewing retirement tax planning basics with a financial advisor in Southwest Florida.

02 Feb Beginner’s Guide to Retirement Tax Planning

Posted at 15:31h in Retirement Tax Planning by Beth Nova 0 Comments

Beginner’s Guide to Retirement Tax Planning Retirement tax planning can feel overwhelming at first. With different account types, changing tax rules, and multiple income sources, it’s easy to assume this is something to worry about “later.” In reality, understanding the basics of retirement tax planning early...

Federal employee reviewing retirement planning options with a financial advisor in Southwest Florida.

30 Jan Understanding the Basics of Federal Retirement Planning

Posted at 09:06h in Federal Retirement Planning by Beth Nova 0 Comments

Understanding the Basics of Federal Retirement Planning Federal employees face a retirement system that is both generous and complex. With multiple benefit components, specific rules, and important timing considerations, understanding the basics of federal retirement planning is essential for making informed decisions and avoiding costly mistakes. At...

Financial market update and diversification insights for investors in Southwest Florida as of January 28, 2026

29 Jan Market Update – January 28, 2026 | Nova Wealth Management

Posted at 12:06h in Nova Wealth Management Dallas News & Updates, Nova Wealth Management News & Updates by Beth Nova 0 Comments

Market Update – As of the Close of Business January 28, 2026Markets have shown a notable shift in leadership so far this year, with several areas that lagged in 2025 beginning to outperform, while some of last year’s leaders have taken a pause.Among large-cap technology...

Financial advisor reviewing a comprehensive wealth management plan with clients in Southwest Florida.

28 Jan 10 Common Mistakes to Avoid in Wealth Management

Posted at 11:50h in Nova Wealth Management News & Updates by Beth Nova 0 Comments

10 Common Mistakes to Avoid in Wealth Management Wealth management is not just about selecting investments — it’s about coordination, clarity, and long-term decision-making. Yet even well-intentioned individuals and families can fall into patterns that create inefficiencies, stress, or missed opportunities over time. At Nova Wealth Management,...

Retirees reviewing a retirement income plan with a financial advisor in Southwest Florida during changing economic conditions.

27 Jan The Role of Retirement Income Planning in Today’s Economy

Posted at 10:45h in Retirement Income Planning by Beth Nova 0 Comments

The Role of Retirement Income Planning in Today’s Economy Economic conditions change — sometimes gradually, sometimes quickly. Inflation, interest rates, market volatility, and shifting tax policies all influence how retirees and those nearing retirement think about income, spending, and long-term financial security. In this environment, retirement income...

Family reviewing legacy estate planning documents with a financial advisor in Southwest Florida.

26 Jan Red Flags to Watch for in Legacy Estate Planning

Posted at 11:00h in Legacy Estate Planning by Beth Nova 0 Comments

Red Flags to Watch for in Legacy Estate Planning Legacy estate planning is meant to bring clarity, protection, and peace of mind — not confusion or unintended outcomes. Yet many families unknowingly carry risks within their plans that only surface during times of stress or transition. At...

Clients having a thoughtful financial planning conversation with an advisor in Southwest Florida.

23 Jan The Emotional Side of Financial Planning

Posted at 15:28h in Financial Planning by Beth Nova 0 Comments

The Emotional Side of Financial Planning Financial planning is often discussed in terms of numbers, charts, and strategies — but behind every financial decision is a human story. Emotions such as confidence, fear, uncertainty, pride, and hope play a meaningful role in how people approach their...

Start the conversation

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.

Take the First Step

Schedule a Meeting

schedule a meeting

nova_wealth_management

411 8,439

We’re visiting with the residents in Plantation today. If you’re here, come see us!

Sometimes waiting for the right time to see us, doesn’t materialize. Give us a call or send us a message. Let’s get started.

☎️ 888-677-9910
💻 www.novawealthmanagement.com

#REDFridays #supportourtroops #remembereveryonedeployed #RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirement

View Instagram post by nova_wealth_management

Feb 20

2 0

Open post by nova_wealth_management with ID 18095752600779426

We’re visiting with the residents in Plantation today. If you’re here, come see us!Sometimes waiting for the right time to see us, doesn’t materialize. Give us a call or send us a message. Let’s get started.☎️ 888-677-9910
💻 www.novawealthmanagement.com#REDFridays #supportourtroops #remembereveryonedeployed #RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirement

Sometimes the biggest step forward…
is simply reaching out.

Whether you’ve met us at a seminar, a community event, or you’re just getting started – we’re here to help you explore what’s possible.

Your future deserves a plan built around you.

Start the conversation today.
☎️ 888-677-9910

#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement

View Instagram post by nova_wealth_management

Feb 19

2 0

Open post by nova_wealth_management with ID 18328373539218551

Sometimes the biggest step forward…
is simply reaching out.Whether you’ve met us at a seminar, a community event, or you’re just getting started - we’re here to help you explore what’s possible.Your future deserves a plan built around you.Start the conversation today.
☎️ 888-677-9910#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement

🎉🎂 Happy Birthday, Scott! 🎂🎉

Today we’re celebrating Scott, one of our advisors and a CPA whose knowledge, professionalism, and thoughtful approach make a real difference for our clients every day. His commitment to helping clients navigate both planning and tax decisions with clarity and confidence is something we truly value.

Join us in wishing Scott a very happy birthday and a year ahead filled with good health, happiness, and continued success! 🎈✨

💙 Your Nova Wealth Management Team

#HappyBirthday #TeamNova #AdvisorLife #CPA #NovaWealthManagement #Grateful

View Instagram post by nova_wealth_management

Feb 17

3 0

Open post by nova_wealth_management with ID 18097410430932836

🎉🎂 Happy Birthday, Scott! 🎂🎉Today we’re celebrating Scott, one of our advisors and a CPA whose knowledge, professionalism, and thoughtful approach make a real difference for our clients every day. His commitment to helping clients navigate both planning and tax decisions with clarity and confidence is something we truly value.Join us in wishing Scott a very happy birthday and a year ahead filled with good health, happiness, and continued success! 🎈✨💙 Your Nova Wealth Management Team#HappyBirthday #TeamNova #AdvisorLife #CPA #NovaWealthManagement #Grateful

Follow on Instagram

sign up for our newsletter

Receive timely updates on investment strategies, tax planning tips, and retirement guidance from our team of wealth management professionals. Subscribe today to stay ahead.

Author: Beth Nova

05 Feb Breaking Down Complex Wealth Management Topics Simply

04 Feb 10 Common Mistakes to Avoid in Financial Planning

03 Feb The Emotional Side of Legacy Estate Planning

02 Feb Beginner’s Guide to Retirement Tax Planning

29 Jan Market Update – January 28, 2026 | Nova Wealth Management

28 Jan 10 Common Mistakes to Avoid in Wealth Management

27 Jan The Role of Retirement Income Planning in Today’s Economy

26 Jan Red Flags to Watch for in Legacy Estate Planning

23 Jan The Emotional Side of Financial Planning

Start the conversation

Start the conversation

Take the First Step

nova_wealth_management

sign up for our newsletter

sign up for our newsletter

1-888-677-9910

888.908.6052

info@novawealthmanagement.com