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Your team at NOVA Financial Services - Growing wealth, protecting retirement

4659 Centennial Blvd.


Colorado Springs

,

CO

80919

Phone:

719-632-0445

Fax:

972-380-0097

E-mail:

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Neil H. Resnik, LUTCF

 

 

Traditional asset allocation

Options trading

Tactical sector allocation

Transfering risk to insurance companies

In today's world, we need all of these strategies!

 

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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QLACs: Your Retirement Accounts Can Act Like Pensions

Shows how qualified longevity annuity contracts create lifetime income.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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