What Happens to My IRA When I Pass Away? An Individual Retirement Account (IRA) is an important part of many financial plans—but what happens to it after you pass away? The answer depends on several factors, including who your beneficiary is, the type of IRA, and how...
How Legacy Estate Planning Can Improve Your Financial Health Legacy estate planning is often viewed as something that only happens later in life, but in reality, it can play an important role in overall financial health at any stage. When thoughtfully coordinated, legacy planning can help...
Building Confidence Through Better Legacy Estate Planning Legacy estate planning is often about more than documents and asset transfers—it’s about creating clarity and confidence for both you and your family. When thoughtfully structured, a legacy plan can help individuals feel more prepared about the future while...
Understanding the Basics of Legacy Estate Planning Legacy estate planning is an important part of a comprehensive financial strategy. While many people associate estate planning with legal documents alone, legacy planning often involves coordinating financial, personal, and family considerations to help ensure assets are transferred according...
Life Transitions and Legacy Estate Planning: What You Should Know Life transitions often prompt us to reevaluate priorities, relationships, and long-term goals. Whether the change is planned or unexpected, major milestones can significantly affect your legacy estate planning decisions. Legacy planning is not static. It evolves alongside...
Legacy Planning for Federal Retirees: Ensuring a Smooth Transition for Your Family Federal employees have access to one of the most comprehensive retirement benefit packages in the country. But even the most well-structured retirement plan can fall short without a clear legacy and estate plan. For...
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...
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...
10 Common Mistakes to Avoid in Legacy Estate Planning Legacy estate planning is about more than documents — it’s about clarity, coordination, and ensuring your wishes are carried out in a way that supports the people and causes you care about most. Yet even well-intentioned plans...
Creating Personalized Plans with Legacy Estate Planning Legacy estate planning is not a one-size-fits-all process. Every family’s situation, goals, values, and financial picture are unique — and a meaningful legacy plan should reflect that individuality. For families in Bonita Springs, Naples, Marco Island, Estero, and Fort Myers,...
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.
Financial literacy includes understanding how taxes fit into your plan 🧾
Taxes can impact many areas of your financial life—from income to investments to retirement withdrawals. That’s why they’re often most effective when considered as part of a broader strategy, not just at filing time 📅.
If you’d like to learn more about how tax planning connects to your overall plan, we’re here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/tax-planning/.
#FinancialLiteracyMonth #TaxPlanning #FinancialEducation #ThoughtfulPlanning #NovaWealthManagement
Apr 15
Have you met Stephanie?
Stephanie Gomez is a financial advisor with a unique blend of entrepreneurial leadership and deep financial expertise. With a background in commercial banking and over a decade of experience advising businesses and individuals, she brings a practical, real-world approach to financial planning.
Stephanie began her career in banking, specializing in commercial lending, underwriting, and relationship management, where she worked with business clients generating up to $50 million in annual revenue. Her experience in analyzing financial structures and guiding clients through complex financial decisions laid the foundation for her advisory approach today.
As the Co-Founder and CEO of Stabilized Steps, a Medicare-accredited healthcare company, Stephanie built and scaled a business from the ground up—overseeing financial strategy, operations, compliance, and long-term growth. This hands-on experience gives her a distinct advantage in helping clients navigate real-life financial decisions, from business ownership to retirement planning.
Stephanie holds a Bachelor of Science in Finance and Economics from Florida Gulf Coast University and is passionate about helping families and business owners build confident, purpose-driven financial strategies. She is known for her relational approach, clear communication, and commitment to long-term client success.
Outside of work, Stephanie enjoys spending time with her husband, Daniel, and their two sons, Gianluca and Emmanuel, exploring nature, playing the piano, and serving on the worship team at her church.
Apr 14
Financial literacy starts with understanding your cash flow 💰
Knowing where your money is coming from—and where it’s going—can help provide clarity and direction when making financial decisions.
This is often one of the first steps in building a plan that aligns with your goals 🎯.
If you’d like to explore how cash flow fits into your overall financial picture, our team is here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/financial-planning/.
#FinancialLiteracyMonth #MoneyManagement #CashFlow #FinancialPlanning #NovaWealthManagement
Apr 8
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