David Nagy Foresight Financial Planner

David Nagy Foresight Financial Planner We provide helpful advice to clients who don't have and/or want to make the time to focus on managing their investments and insurance needs.

Through focused understanding, we work to make your life easier. For disclosures please see my website.

What do you love to do? Hope you find a way to incorporate it into your day today!
05/02/2026

What do you love to do? Hope you find a way to incorporate it into your day today!

How can we help bring your vision to life?
04/18/2026

How can we help bring your vision to life?

Here’s today’s reminder: your journey is not a one-way street.
04/04/2026

Here’s today’s reminder: your journey is not a one-way street.

What’s your two-word life mantra?
03/21/2026

What’s your two-word life mantra?

Your assignment for the day.
03/07/2026

Your assignment for the day.

Thanks to annual tax filing, most people grasp the terms “adjusted gross income” and “filing status,” but what is “modif...
03/01/2026

Thanks to annual tax filing, most people grasp the terms “adjusted gross income” and “filing status,” but what is “modified adjusted gross income?” What about standard and itemized deductions? Before you file your taxes, get up to speed on all the lingo. https://www.creditkarma.com/tax/i/common-tax-terms-know-filing-taxes

Licensing. Studies. Areas of Specialization… These and other important factors distinguish a CPA (Certified Public Accou...
02/22/2026

Licensing. Studies. Areas of Specialization… These and other important factors distinguish a CPA (Certified Public Accountant) from an EA (Enrolled Agent). Do you know the difference? And which do you actually need? This simple comparison can help.
https://smartasset.com/retirement/enrolled-agent-vs-cpa

Let’s hear it… what’s the ‘good’ in your day today?
02/21/2026

Let’s hear it… what’s the ‘good’ in your day today?

Address

2041 Camden Loop
Davenport, FL
33837

Telephone

+17166772671

Website

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