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Author: Beth Nova

29 Apr

Posted at 09:32h in Concentrated Position Management, Federal Retirement Planning, Long Term Care Insurance (LTC), Retirement Income Planning, Retirement Tax Planning by

What Financial Mistakes Do People Make in Their 50s? Your 50s are often one of the most important decades for financial planning. Retirement is getting closer, major life transitions may be on the horizon, and the decisions made during this time can have a lasting impact...

28 Apr

Posted at 09:47h in Family Office Services, Irrevocable Trust, Legacy Estate Planning, Retirement Tax Planning, Revocable Living Trust by

What Is the Difference Between a Revocable and Irrevocable Trust in Real Life? When it comes to estate planning, the terms revocable trust and irrevocable trust come up frequently—but what do they actually mean in real life? While both are legal tools used to manage and distribute...

23 Apr

Posted at 14:22h in Financial Planning, Health Care Retirement Planning, Long Term Care Insurance (LTC), Retirement Income Planning by

When Should You Start Planning for Long-Term Care? Long-term care is one of the most important—and often delayed—conversations in financial planning. Many people assume it’s something to think about later in life, but in reality, planning earlier can provide more flexibility and more options. The question isn’t...

22 Apr

Posted at 09:32h in Bonds (Individual), Exchange-Traded Funds (ETFs), Financial Planning, Mutual Funds, Nova Wealth Management News & Updates, Retirement Tax Planning by

Should You Donate Appreciated Stock Instead of Cash? When it comes to charitable giving, many people default to donating cash. However, in certain situations, donating appreciated stock may provide additional tax advantages while still supporting the causes you care about. The key is understanding how each option...

21 Apr

Posted at 09:45h in Bonds (Individual), Federal Retirement Planning, Financial Planning, Nova Wealth Management News & Updates, Retirement Income Planning, Retirement Tax Planning by

What Is a Bond Ladder and Does It Make Sense? When interest rates change and market conditions shift, many investors look for ways to balance income, stability, and flexibility. One strategy that often comes up in this context is a bond ladder. But what exactly is a...

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🧠 Are you seeing the full picture—or just the information you expected to see?

That`s the challenge of confirmation bias.

It can sound like:

💭 “This article proves I was right.”

📈 “I knew this investment would come back.”

📉 “See? I told you the market was going to fall.”

📰 “This analyst agrees with me.”

We all have biases.

The important part is recognizing when they may be affecting financial decisions.

Sometimes one of the most valuable questions we can ask is:

“What information would change my mind?”

🔗 Read more through the link in our bio.

#BehavioralFinance #ConfirmationBias #Investing #FinancialDecisions #FinancialPlanning #InvestorPsychology #NovaWealthManagement

View Instagram post by nova_wealth_management

Sep 28

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Open post by nova_wealth_management with ID 17867322093662824
🧠 Are you seeing the full picture—or just the information you expected to see? That's the challenge of confirmation bias. It can sound like: 💭 “This article proves I was right.” 📈 “I knew this investment would come back.” 📉 “See? I told you the market was going to fall.” 📰 “This analyst agrees with me.” We all have biases. The important part is recognizing when they may be affecting financial decisions. Sometimes one of the most valuable questions we can ask is: “What information would change my mind?” 🔗 Read more through the link in our bio. #BehavioralFinance #ConfirmationBias #Investing #FinancialDecisions #FinancialPlanning #InvestorPsychology #NovaWealthManagement

🎓 You saved for college. But could WHERE you saved affect financial aid?

Different types of assets may be treated differently when determining eligibility for need-based financial aid.

Think:

👨‍👩‍👧 Parent assets
🎓 Student assets
💰 529 plans
📈 Brokerage accounts
🏦 Retirement accounts
📑 Trusts

That makes college planning about more than simply accumulating money.

How the assets are owned and structured can matter, too.

Our newest blog looks at the relationship between investments, savings and financial aid.

🔗 Link in bio

#CollegeSavings #FinancialAid #FAFSA #529Plan #CollegePlanning #FinancialPlanning #Parents #EducationPlanning #NovaWealthManagement

View Instagram post by nova_wealth_management

Sep 25

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Open post by nova_wealth_management with ID 17988239994061685
🎓 You saved for college. But could WHERE you saved affect financial aid? Different types of assets may be treated differently when determining eligibility for need-based financial aid. Think: 👨‍👩‍👧 Parent assets 🎓 Student assets 💰 529 plans 📈 Brokerage accounts 🏦 Retirement accounts 📑 Trusts That makes college planning about more than simply accumulating money. How the assets are owned and structured can matter, too. Our newest blog looks at the relationship between investments, savings and financial aid. 🔗 Link in bio #CollegeSavings #FinancialAid #FAFSA #529Plan #CollegePlanning #FinancialPlanning #Parents #EducationPlanning #NovaWealthManagement

🎶 **Workin’ 9 to 5…** 🎶

It’s 9-to-5 Day, so obviously Dolly had to come to work with us. 😂💃

Meetings ✔️
Phone calls ✔️
Financial planning ✔️
Research ✔️
Teamwork ✔️
Random office music video ✔️✔️

Just another day behind the scenes with Team Nova. 💙💛

Now be honest… did you sing the first line instead of reading it? 😂🎵

#NineToFiveDay #TeamNova #NovaWealthManagement #BehindTheScenes #OfficeLife #WorkLife #Teamwork #FinancialPlanning #WealthManagement #OfficeHumor

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Sep 25

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Open post by nova_wealth_management with ID 17987747559066211
🎶 **Workin’ 9 to 5…** 🎶 It’s 9-to-5 Day, so obviously Dolly had to come to work with us. 😂💃 Meetings ✔️ Phone calls ✔️ Financial planning ✔️ Research ✔️ Teamwork ✔️ Random office music video ✔️✔️ Just another day behind the scenes with Team Nova. 💙💛 Now be honest… did you sing the first line instead of reading it? 😂🎵 #NineToFiveDay #TeamNova #NovaWealthManagement #BehindTheScenes #OfficeLife #WorkLife #Teamwork #FinancialPlanning #WealthManagement #OfficeHumor

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