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PAUL NOLAN CPA

(239) 454-2820

Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance Retirement and Quality of Life
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Welcome and thank you for visiting my website! 

I’m Paul Nolan, a financial advisor helping clients 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 unexpected needs and grandchildren's educational expenses can be daunting, stretching accumulated wealth to last a lifetime really stressful, saving enough to comfortably live "the golden years" can be challenging, and leaving a small legacy for family and/or charitable causes sometimes seems unachievable. 

Taking the mystery out of financial issues, overcoming a client's unique financial challenges, is my role. I help clients pursue their personal goals and objectives so they can be happy while devoting time to whatever they find worthwhile and rewarding. We take pride in each client's financial well-being.

Clients of my practice, the wealthy and those budgeting carefully, tap into a lifetime of accumulated financial expertise, gained through continuing professional education and my 55 years of experience focused on all manner of financial issues. My credentials assure clients of a high level of expertise and significant financial acumen, focused on their situation and circumstances. Also the resources of a respected broker/dealer Avantax Investment Services SM*  are available for clients.

For those interested I've published this web site and included information; about Doris, my wife, and I, with a profile of our boutique practice. Please extract whatever information you find helpful from the financial articles and useful calculators on this website.

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 Avantax Investment Services SM, Member SIPC, and Avantax Advisory Services.

Helpful Content

Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Building Your Legacy

A four-step framework for building a personal legacy.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Estimate Your RMD

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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