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JAMES K MCCAULEY ANNUITIES, LIFE, HEALTH & EMPLOYEE BENEFITS

Sunshine Professional Center 9220 Bonita Beach Road


Suite 120 - Bonita Springs

,

FL

34135

Phone:

239-992-7888

Fax:

972-380-0097

E-mail:

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Neil H. Resnik, LUTCF

Welcome to our Website!

By browsing through these pages, you will learn about our credentials, business philosophy, all the quality insurance products that we offer, the top rated companies we represent and the professional services that we strive to provide consistently to all our valued Clients.

This interactive portal also includes on-line calculators, articles, flip-books, glossary, newsletters, videos and even a tax library. We are certain that these resources and tools will be useful regardless of what stage in business and life you are currently in.





Thank you for considering and recommending our value-added services!

Warm Regards,
 

Jim McCauley, CLU
CEO / Founder
Chartered Life Underwriter

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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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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Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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