Archives: Members
Beth Henchesmoore
Marketing Manager
Beth Henchesmoore came to sunny southwest Florida in 2003. She started out here to complete her internship wi...
James Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of expertise in f...
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement strategi...
Tamara Clingan
Wealth Advisor
Tamara Clingan serves as a Wealth Advisor with a strong foundation in accounting and financial strategy. She e...
Stephen Herrington, CFP®, CFA®, MBA
Wealth Advisor
Stephen Herrington brings a blend of advanced business insight and client-focused financial planning to his ro...
Scott Nelson, CPA
Wealth Advisor
With a background that includes running his own CPA practice and consulting for businesses of all sizes, Scott...
Judd Garrett
Wealth Advisor
Judd brings a unique blend of analytical insight and leadership experience to his role as a Wealth Advisor at ...
Magda Treviño
Administrative assistant
Magda Treviño serves as the Administrative Assistant at Nova Wealth Management, where she thrives by combining...
Darlene Frazier
Office Manager
Darlene Frazier is the Office Manager at Nova Wealth Management, where she has been a dedicated team member si...
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👵👴 Grandparents, this one`s for you!
Trump Accounts are getting a lot of attention…
But are they actually the best way to save for a grandchild`s college education?
In our newest blog, we break down:
📚 Trump Accounts vs. 529 Plans
💰 Tax advantages
🎓 College savings strategies
🏡 Long-term flexibility
👨👩👧👦 Legacy planning
Sometimes the newest option isn`t always the best fit—and sometimes using both accounts may make sense.
🔗 Read the full article through the link in our bio!
#529Plan #CollegeSavings #FinancialPlanning #Grandparents #EstatePlanning #LegacyPlanning #EducationPlanning #RetirementPlanning
Jul 13
💰 Could your 457 plan be a hidden retirement opportunity?
If you`re a government employee, first responder, educator, or work for another eligible public employer, a 457 plan may offer unique retirement planning advantages that many people overlook.
Our newest blog explains:
✔️ What a 457 plan is
✔️ How it differs from other retirement plans
✔️ Why it may play an important role in your retirement income strategy
Read the full article through the link in our bio!
#457Plan #RetirementPlanning #FinancialPlanning #FirstResponders #GovernmentEmployees #RetirementGoals #WealthManagement #RetirementReady
Jul 10
Trump Accounts Are Not Just for Newborns: What Families Should Know | Nova Wealth Management
Trump Accounts Are Not Just for Newborns: What Families Should Know Trump Accounts have received a lot of attention because of the $1,000 government seed contribution available for certain newborns. But families may be overlooking a bigger point: these accounts may create planning opportunities for more than just children born during the eligible seed-funding window. A recent Forbes article titled……
https://novawealthmanagement.com/trump-accounts-trump-accounts-for-children-trump-account-rules-529-plan-529-college-savings-plan-education-planning-tax-planning-family-wealth-transfer-legacy-planning-roth-ira-traditional-i/?utm_source=instagram-business&utm_medium=jetpack_socialTrump Accounts are making headlines.
But they are not just about newborns.
Families may want to consider:
✔️ Annual contribution rules
✔️ 529 Plan comparisons
✔️ Future Roth IRA planning
✔️ Education funding
✔️ First-home flexibility
✔️ Legacy planning
Our latest blog explains what parents and grandparents should know.
Read more at the link in bio.
#FinancialPlanning #TaxPlanning #EducationPlanning #LegacyPlanning #529Plan
Jul 9
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