Financial Planning for Millennials

Developing good financial habits today can help establish a strong foundation for the rest of your life …

Financial Planning in Your 20s? Time’s on Your Side

During your first few years out of college, many people have the excitement of starting a new career, purchasing a home…

Your 50s Retirement Guide: 6 Key Questions to Answer

By answering these questions you will be on your way to developing a plan for your retirement

10 Common Questions About Investing for Beginners

Having an emergency fund is desirable and offers peace of mind for unexpected expenses. However, cash investment alone is not sufficient

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!

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.