Tamara Clingan
Wealth Advisor
- Company:Nova Wealth Management
- Group:Expert Financial Planners
Tamara Clingan
Wealth Advisor
Tamara Clingan serves as a Wealth Advisor with a strong foundation in accounting and financial strategy. She earned her degree in Business Administration with a concentration in Accounting from the University of South Florida in 1997.
Since joining Nova in July 2015, Tamara has guided clients through wealth-building strategies informed by her experience with registered investment firms, Third Party Administrators USA, and as a former Assistant Vice President at Fifth Third Bank.
Known for her analytical rigor and client-centered approach, Tamara emphasizes clarity and integrity in every financial plan. Her work is supervised by Amy C. Novakovich, CFP®, CRPC®, ensuring consistency, compliance, and personalized attention in service delivery.
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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.
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📈 Interest rates are rising—but what does that actually mean for your retirement?
Higher rates can create opportunities, but they can also create tradeoffs. And if you`re already retired or planning to retire within the next five years, those tradeoffs may matter more than you think.
The bigger question isn`t simply where rates are headed.
👉 It`s whether your retirement plan still works when rates change.
We break down what today`s rate environment could mean for your cash, bonds, debt, and retirement income in our latest blog.
🔗 Read more: https://novawealthmanagement.com/rising-interest-rates-retirement/
#RetirementPlanning #InterestRates #RetirementIncome #FinancialPlanning #InvestmentPlanning #PreRetirement #Retirement #FixedIncome #WealthManagement #NovaWealthManagement #NaplesFL #BonitaSpringsFL #SouthwestFlorida
Sep 16
**Where were you on September 11, 2001?**
For so many of us, the answer comes immediately.
We asked members of our Nova team to share their memories of that morning—a day that changed our country and so many lives forever.
Today, we remember those we lost. We honor the first responders and service members who answered the call. And we keep their families in our thoughts.
**We will never forget.**
Where were you when you first heard the news?
#NeverForget #September11 #PatriotDay #HonorAndRemember #FirstResponders #September11th #911Remembrance
Sep 11
62? 67? 70? 🤔
When should you claim Social Security?
There isn’t one age that works for everyone.
Your decision may depend on:
💵 Cash flow
📊 Portfolio withdrawals
❤️ Health & longevity
👫 Spousal considerations
🧾 Taxes
🏦 Other retirement income
Waiting may produce a larger monthly benefit.
Claiming sooner provides income earlier.
But the question isn’t simply:
“Which age gives me the biggest check?”
It’s:
“Which age best fits my retirement plan?”
🔗 Read our latest article through the link in our bio.
#SocialSecurity #SocialSecurityPlanning #RetirementPlanning #RetirementIncome #FinancialPlanning #NovaWealthManagement
Sep 10
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