Blog

3 End of Year Steps to Take Right Now

We’re all a bit rushed toward the end of the year, but it’s important to set aside a moment to review your financial decisions at this time. There are three things you should do before December 31, in order to make the…

Good News: You Can Save More for Retirement Next Year

Throughout the years, your exact plans for retirement might change in small ways or even significantly. But one thing we know for sure is that you really can’t save too much for retirement. Luckily, in 2019, the contribution limits for qualified retirement…

Could a Phased Retirement Be Right for You?

When we think about retirement, we often picture ourselves setting a target date and then taking the leap into a new life. However, recent trends show us that there might be another way to retire, and this path can carry some distinct…

Watch Out for This Common Social Security Scam

The phone rings, and you answer it. It’s a representative from Social Security, calling to inform you of possible illegal activity originating from your file. Due to these suspicions, the Administration is suspending your payments, or freezing your bank account. They direct…

How Can Annuity Living Benefits Help You?

Annuities have regained their popularity in recent years, due to their flexibility in providing retirement income. But, also due to that flexibility, there are hundreds of different types of annuities available to you! How do you know you’re choosing a contract that…

What it Really Takes to Retire Early

You might have heard the recent buzz about the FIRE (Financial Independence, Retire Early) movement. These are young to middle-aged people who have dedicated themselves to an early retirement, or are in the planning stages to do so. But what does it…

» «
3 End of Year Steps to Take Right Now December 10, 2018
3 End of Year Steps to Take Right Now

We’re all a bit rushed toward the end of the year, but it’s important to set aside a moment to review your financial decisions at this time. There are three things you should do before December 31, in order to make the…

Read More »

Robin Whitlock Featured in This Month’s Edition of “Lake Norman Woman” December 5, 2018
Robin Whitlock Featured in This Month’s Edition of “Lake Norman Woman”

Our very own Robin Whitlock has been featured in the December issue of Lake Norman Woman magazine.  Congratulations Robin! Click Here to Read the Issue (Visit page 26 to see Robin’s article.)  

Read More »

Good News: You Can Save More for Retirement Next Year December 3, 2018
Good News: You Can Save More for Retirement Next Year

Throughout the years, your exact plans for retirement might change in small ways or even significantly. But one thing we know for sure is that you really can’t save too much for retirement. Luckily, in 2019, the contribution limits for qualified retirement…

Read More »

Putting Your Year-End Bonus to Work November 12, 2018
Putting Your Year-End Bonus to Work

It’s hard to believe, but the end of the year is rapidly approaching! Along with the busy holiday season might come a year-end bonus… How would you spend a windfall of cash? It’s tempting to dream about vacations or a new car,…

Read More »

Could a Phased Retirement Be Right for You? November 7, 2018
Could a Phased Retirement Be Right for You?

When we think about retirement, we often picture ourselves setting a target date and then taking the leap into a new life. However, recent trends show us that there might be another way to retire, and this path can carry some distinct…

Read More »

If you would like more information or have specific questions, please contact us using the following form. We would be happy to assist you.

This information has been provided by a licensed insurance professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting the insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, trust and estate, or investment advice. Infinite Wealth Advisors is not an investment advisory firm.  Investment Advisory Services provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .