Introducing
The Van Winkle Portfolio
A portfolio for investors who have time on their side. Time eliminates almost all risk.
Do you fear becoming a Bag Lady?
80% of women do. The fear of running out of money no matter how much they have or told that they will have enough, is real.
Seniors are starving for income. Are you?
You can live a good life and not touch the principal. It is possible, even probable
Producing Enough?
Your Foundation, Charitable Trust, or even your IRA have to meet distribution requirements.
Meet Our Peeps
Testimonials
Clients & Friends of Naples Money Managers
Connect Your Concerns With Our Solutions
spending every penny of your paycheck,
not spending every penny
$32850
$3 a day spent for a latte
over 30 years
$128715
$3 a day invested at 8%
over 30 years
Start Early with Less,
or Start Late with More
$396221
Invests $2,000 a year
for 8 years
$406141
Invests $2,000 a year starting
9 years later
We’re here to help, Let us...
Talk to Us
Please feel free to contact us. We’re super happy to talk to you. Feel free to ask anything.
Money Management
The Naples Money Managers offers money management in two different formats; Comprehensive Money Management & Selective Money Management.
Financial Planning
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.
Annuity Management
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.
Browse, Watch & Read
The Newsroom
Video Podcasts, Articles, Kinkead's Korner and more.
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,
John
John Kinkead