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Naples Money Management

10001 Tamiami Trail North
Naples, FL 34108

Phone:

239-261-4800

E-mail:

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Welcome to our Resources Page, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We are here to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Explains how future tax rules may impact deductibility of charitable donations.

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This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck