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PAUL NOLAN CPA

(239) 454-2820

A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days
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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

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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.

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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