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PAUL NOLAN CPA

(239) 454-2820

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap
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Welcome and thank you for visiting my web site! 

I’m Paul Nolan, a financial advisor helping people manage their accumulated wealth from an office in Fort Myers, Florida.

At one time or another managing money has been daunting for many people; everything seems so expensive, helping with children's needs and grandchildren's education unexpected, just trying to stretch accumulated wealth to last a lifetime stressful, saving enough to live "the golden retirement years" comfortably challenging, and if possible leaving a small legacy for family and/or charitable causes beyond achievability. Taking the mystery out of financial issues, overcoming client's unique financial challenges, is my role. I help clients pursing their personal goals and objectives so they can happily devote time to whatever they find worthwhile and rewarding.

Clients of my practice, the wealthy and those budgeting carefully, tap into a large volume of financial knowledge.  My professional credentials earned during a lifetime of continuing education and 54 years of experience focused on all manner of financial issues, assure you of a high level of expertise and significant financial acumen, utilized as needed to benefit every client. Also the resources of a respected broker/dealer H. D. Vest Investment Services SM*  are available for clients.

For those interested I've published this web site and included information; about me, my friend David and my wife Doris, the two people that work with me, and a profile of our boutique practice. Extract whatever information you find helpful from the financial articles and useful calculators on this site.

Personal attention is provided to each client, and I take pride in every client's financial success. Please allow me to welcome you as a client, we will care for you and your money.

*These services are offered by Paul Nolan through his affiliation with HD Vest Investment Services SM, Member SIPC, and HD Vest Advisory Services.

Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Surprises

Making the most of surprises is a great reason to work with us.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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