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spending every penny of your paycheck,
not spending every penny
$3 a day spent for a latte
over 30 years
$3 a day invested at 8%
over 30 years
Start Early with Less,
or Start Late with More
Invests $2,000 a year
for 8 years
Invests $2,000 a year starting
9 years later
The Naples Money Managers offers money management in two different formats; Comprehensive Money Management & Selective Money Management.
Most of us would never think of taking a trip without a map and a destination in mind. Your financial plan is the road map to help smooth the journey to reach your financial destination.
For many, the management of the investments inside an annuity has gone unattended since its inception. The Naples Money Managers has an active department with years of experience dedicated to annuity management.
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When the government plans for tax breaks it also plans for increased tax revenue from another side of the equation to balance it all out. Lately, the talk has been focused around the current economic spending and the revenue that will be required to pay for it all.
In the article attached, "Congress Isn't Finished Coming after your Retirement Money and Estate", author and senior contributor for Forbes Bob Carlson outlines the possible retirement perks that may be cut to fund the whole. Bob Carlson writes, "In 2019 when Congress needed money to pay for the retirement plan tax breaks created in the Setting Every Community Up for Retirement Enhancement (SECURE) Act, it eliminated the Stretch IRA. The idea had been proposed for years and had bipartisan support.
In his article, Mr. Carlson outlines possible retirement strategies that may be on the "short list".
Success in all your efforts,