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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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Let me know and I'll send you the Ways & Means Committee's draft proposal, "Responsibly Funding Our Priorities" via email or US mail.
The Committee's draft of the new tax proposals is making news. Highlights are focused on corporate taxes, high income earners, capital gains and the lifetime gift tax exemption. In order to fund the different programs for the "social safety net and climate policy" expenses, House Democrats are looking to raise $2 trillion to fund the $3.5 trillion needed for that agenda.
Also, with your single or joint gross income I can run an "analysis" regarding these new proposals and you'll see how they might affect you.
Success in all your efforts,