• 239-260-9386
  • Mon - Fri: 9am - 5pm

News & Blog

50/20/30 Rule – Minimalist Budgeting

The 50/20/30 Rule or Budget can help you keep your spending in check and aligned with saving goals that you have. This simple system can help you achieve a balanced budget that is built around your unique goals, expenses and lifestyle.

Read More »

When Is It Okay To Tap My Retirement Account?

Did you know the average American has had at least seven jobs by the time he or she hits the age of 28? Data compiled from the Bureau of Labor Statistics reveals that the average American citizen has held at least 12 jobs over the course of life!

Read More »

6 Critical Social Security Facts Retirees Must Know

Choosing the right claiming strategy is even more important under new Social Security regulations. According to Social Security Administration (SSA) statistics, Social Security benefits account for about 34% of retirement income for the average American.

Read More »

IRA Rollover Tips | NWP | Naples Florida

Within an IRA, capital gains, dividends, and option premium are collected tax free. We believe this to be one of the strongest arguments for rolling over your 401(k). At CWP, we specialize in managing a dividend strategy that is enhanced by selling covered calls. 

Read More »