25 Mar News & Planning Insights Essential Medicare Questions! March 27, 2024 By Alexandra Jones Facebook Twitter Email linkedin According to statistics from The Alliance for Lifetime Income, 4.1 million Americans will turn 65 in 2024. Amazingly, that trend will c...Continue reading
14 Feb News & Planning Insights Tax Insights for 2024 February 14, 2024 By Alexandra Jones Facebook Twitter Email linkedin Secure Act 2.0 ushered in a myriad of new tax considerations. Even though the new regulations will not have a significant planning impa...Continue reading
15 Dec News & Planning Insights NGA News! December 15, 2023 By Alexandra Jones Facebook Twitter Email linkedin We’d like to share some non-investment highlights of what’s going on at Naples Global Advisors. It was a very productive year for the f...Continue reading
13 Oct News & Planning Insights NGA Case Study: What to Do When a Fraudster Calls You! October 13, 2023 By Alexandra Jones Facebook Twitter Email linkedin Cyber criminals target us in a myriad of ways, and they are ubiquitous. Every email must be read with scrutiny. Every phone call must ...Continue reading
05 Sep News & Planning Insights IRS Forgives 2023 Inherited IRA Required Minimum Distributions and Provides 60-Day Rollover Relief September 5, 2023 By Alexandra Jones Facebook Twitter Email linkedin Forgiveness of RMDs for Certain Inherited IRA Beneficiaries The ubiquitous summer heat has been unforgiving and unrelenting for most...Continue reading
15 Aug News & Planning Insights Trust, but Verify August 15, 2023 By Alexandra Jones Facebook Twitter Email linkedin A local venture capital firm, Accanito Capital Group, is accused of running a $35-million Ponzi scheme that affected 60 investors (NBC2...Continue reading
21 Jun News & Planning Insights Qualified Charitable Distributions: How to Have Your Cake and Eat It Too August 15, 2023 By Alexandra Jones Facebook Twitter Email linkedin If you know the sweet taste of being one of nearly half of all US households to make regular charitable contributions, then the icing o...Continue reading
05 Apr News & Planning Insights Naples Global Advisors “Giving & Receiving” Seminar April 17, 2023 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin On invitation from the United Church of Marco Island’s Endowment Committee, NGA team members Greg Debski, CFA and Jason Rundorff, CFP® ...Continue reading
24 Feb News & Planning Insights NGA’s Annual Compliance Meeting February 24, 2023 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin As Mary Poppins famously sang, “a spoonful of sugar helps the medicine go down.” For NGA team members this week, it was a “mouthful of ...Continue reading
01 Nov News & Planning Insights Portfolio Withdrawal Rates: Does an ideal exist? November 1, 2022 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin After several years of above average returns in both stocks and bonds, interest rates are rising and market sentiment (and thus valuati...Continue reading