Naples, FL– Robin Hanover, Managing Director, Wealth Management at Naples Wealth Planning attended Annexus NYC, a conference for elite financial professionals
During your first few years out of college, many people have the excitement of starting a new career, purchasing a home…
We would like to say thank you to all of our clients, local business owners and professionals who came out to support
By answering these questions you will be on your way to developing a plan for your retirement
Self-employment often can mean a variable monthly income where income comes in at different times of the month and in varying amounts.
While saving money and being financially self sufficient are goals that many people have, not everyone achieves them.
Trusts offer a way to leave a legacy, protecting assets while avoiding the costs of probate, as part of your estate planning.
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!
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.
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.