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When planning for retirement, many people understand that they should put more money into savings and diversify their portfolios. These relatively small moves can make a huge difference in whether a person saves enough for retirement, but often they are not enough to ensure that they can keep an equitable standard of living.

Many people want to leave a significant portion of their wealth and assets to their loved ones. They want to make sure that their family is taken care of and continue their living standards after passing on. However, many risk factors could affect an estate’s capability to hang onto its wealth. 

Jack Howley is an entrepreneur and expert in assisting corporations and individuals in meeting their wealth creation and protection objectives. Jack spends his time between Naples, Florida and Rumson, New Jersey. For over four decades, Jack has been a successful advisor and a leader in his field, representing the top 1% of the industry.

Retirement Savings

When you get to a certain level of wealth, you eventually start to think about ways to protect yourself from taxes, lawsuits, and theft. It is why there are so many essential factors you need to consider when it comes to wealth protection and preservation. It is even more crucial for those people looking to retire.

Jack Howley has assisted both corporations and individuals in securing their financial future. Working in Naples, Florida, Jack Howley now focuses his time on a series of financial management goals personalized for his clients. To accumulate wealth, the basic foundation includes debt elimination. “Good credit” refers to an individual’s credit history.

Family and finances can be an uncomfortable combination to discuss. Without professional help, this conversation is even more difficult to navigate. Jack Howley is a wealth advisor in Naples, Florida, with extensive knowledge in multiple areas. Integrating stockbrokers, bankers, and investment advisers are one method Jack Howley can help minimize taxes and protect family wealth.

Entrepreneur

Technology has had a huge impact on entrepreneurs around the world. As technology advances, entrepreneurs have taken advantage of increased speed, accuracy, and integration of their work functions each day. Jack Howley, an expert business and personal wealth advisor from Naples, FL, shares how technology has positively impacted entrepreneurs and helped them accomplish their goals.

Networking

Networking is one of the most important pursuits that can be undertaken by someone who works in the business field. When people participate in many networking activities, they can build personal relationships with colleagues and mentors, strengthening their connections and providing themselves with sources of help and support for the future.

Computer

Owning a business can be particularly expensive without the right financial advice. There are several ways to save money that can keep a company operating long into the future. Jack Howley has experience as both an entrepreneur and wealth advisor. Located in Naples, Florida, he helps both businesses and individuals with financial decisions.

Savings

Many people report that they have no retirement savings at all. According to the Federal Reserve Bank, up to 25 percent of all Americans lack this crucial form of savings. Even fewer Americans have robust savings and investment habits outside of retirement planning.

Private Annuities

A private annuity is an invaluable tool for planning your estate. Private annuities are an agreement between the individual (the annuitant) and the person or institution to which the property is being transferred. Jack Howley, an expert wealth advisor from Naples, FL, shares the basics of private annuities, showing how they can help families preserve their wealth for future generations.

Jack Howley

Jack Howley shares his philosophy on qualified retirement plans and taxes, remarking on the fundamental misunderstanding that leads some people to make questionable decisions about their finances. “I always tell people that there’s not a qualified retirement plan in America that saves taxes, and they think I’m crazy,” he says.

The interview, which was conducted by an online periodical aimed at businesspeople and entrepreneurs, touches on a wide array of topics ranging from the impact of the COVID-19 pandemic on the financial industry to the misconceptions some people have about the relationship between qualified retirement plans and taxes.

Jack Howley prefaces his financial advice with a warning. “Before you think about tax efficiency, you have to get to a stage where you have enough money to retire,” he writes, elaborating, “It entails being smart and having a good understanding of what to contribute from your salary. It also means a willingness to make the sacrifices necessary to reach that goal.”