NavAdvisors, Inc.

08/05/2020

NavAdvisors, Inc. updated their address.

NavAdvisors, Inc. updated their address.

06/30/2017

Tax Tips on Capital Gains

Tax Tips on Capital Gains

Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

06/29/2017

Making Sense of Beneficiary Designations

Making Sense of Beneficiary Designations

How beneficiary designations (per stirpes/per capita) could affect the division of assets to children/grandchildren.

06/28/2017

In or Out of the Nest? Helping Adult Children

In or Out of the Nest? Helping Adult Children

Helping young people transition to adult financial responsibilities without making it difficult for parents to pursue their own financial goals.

06/23/2017

Roth IRAs

Roth IRAs

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

04/09/2016

(888) 469-0003

Need to know "Who to Contact" at Nav Advisors? Reference the NEW page on our website:
http://www.navadvisors.com/Who-to-Contact.9.htm

Know who to contact to best meet your needs at Nav Advisors? Take a moment to review our NEW "Who to Contact" Page today!

04/08/2016

Our State College of Florida summer course schedule is now available Online and on our website!

http://www.navadvisors.com/SCF-Courses.8.htm

03/21/2016

Aging Parents And Loss Of Wealth In Widowhood

Why should parents revisit their estate plans as they age? A Forbes post illustrates why with a true story: http://tinyurl.com/zkhgkus

When a widow who never handled finances before puts her fate in the hands of an incompetent adult child, the destruction of her security can easily...

03/19/2016

If You're Wealthy, Don't Forget These 3 Crucial Tax Breaks -- The Motley...

The Motley Fool lists 3 crucial tax benefits wealthy households should maximize: http://tinyurl.com/hpsykag

These tax breaks favor the rich in a big way, so don't forget about them this tax season.

03/18/2016

Women Save More Than Men Before Retirement

A new study shows women are saving more for retirement than men, NBC News reports: http://tinyurl.com/hx2g3lq

It turns out that women rule the roost when it comes to saving for retirement.

03/17/2016

Ask The Estate Planners: What Documents Do I Need To Start An Estate Plan?

What documents do you need to create an estate plan? See this post @ Forbes: http://tinyurl.com/z6afjsd

It's not only for the rich and famous. From living wills to a living trust, estate planners explain how to protect your assets.

03/16/2016

Seniors should consider Social Security loopholes before they close

As TheStreet notes, some seniors can still take advantage of 2 big Social Security loopholes about to close: http://tinyurl.com/hsvp8mz

The 'file and suspend' and 'restricted application' loopholes that gave retirees a bridge to full benefits at age 70 disappear at the end of April....

03/15/2016

Consumers Warned of New Surge in IRS E-mail Schemes during 2016 Tax...

We had a lot of client phone calls and concerns over this issue last year.

The IRS warns that tax season scams are four times more prevalent than last year: http://tinyurl.com/zthpycf

IR-2016-28, Feb. 18, 2016 Español

03/14/2016

You saved and saved. Here's how to spend it

How will you withdraw your retirement savings? Most retirees have no withdrawal strategy, CNBC reports: http://tinyurl.com/jbru3c7

Nearly two-thirds of pre-retirees don't have a retirement spending plan. Don't make that mistake.

03/11/2016

Jobs report puts Fed rate hikes in play

Do the great February job gains (242,000) imply an April rate hike? USA TODAY looks at the chances: http://tinyurl.com/hn82xwr

Economists say the central bank could act as early as April

05/28/2015

Why are so many baby boomers ignoring estate planning? USA TODAY examines this procrastination: http://tinyurl.com/m4rjrhq

05/24/2011

When our instincts betray us - Pelican Press

When Instincts Betray Us. . Read Marc's New Article published by the Pelican Press!

http://www.pelicanpressonline.com/editorial/122167384.html

Continued government stimulation has created momentum and moved the Dow above 11,000. Well, now we've broken the 12,000 barrier. There is something to be said for momentum (whether or not it's justified), and we're seeing a stock market with emotion in the driver's seat. For the moment, the govern