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What are the Benefits of an Annuity?

  We always say that there is no single retirement planning solution that works for everyone. Each client is unique, and their decisions regarding retirement will depend upon many different factors which vary from one person to the next. However, there are…

Life Insurance is More Affordable Than You Think

If asked what would happen to your loved ones in the event of your untimely death, you would probably concede that life insurance would be an invaluable resource to protect them. Few people debate this point, but many are convinced that they…

5 Things Retirees Need to Know About Income Taxes

Once you retire, many parts of your life will change. Hopefully, all of these changes are for the better! But we have discovered a few things that tend to take retirees by surprise, particularly with regard to income taxes. So keep these…

4 Considerations When Shopping for Long Term Care Insurance

A person turning 65 years old today stands about a 70 percent chance of needing long-term care at some point in their lifetime*. Twenty percent of people will need nursing care for longer than five years*. With the cost of nursing homes…

5 New Challenges to Retirement

Do you remember when your parents or older friends retired? They probably made it look easy, or at least not overly difficult. Hopefully it will go that way for you, too… But because retirees face a very different reality today, we wanted…

4 Changes Coming to Social Security This Year

For many people, the new year signals a time of fresh starts, resolutions, and reaching for new goals. But it’s also, quite simply, a new fiscal year. January 1 is often the starting point for many changes issued by the federal government,…

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The Fed Raised Interest Rates: Now What? April 9, 2018
The Fed Raised Interest Rates: Now What?

By now, you have probably heard the news that the Federal Reserve announced a rate hike in March. They made the decision to increase the benchmark rate by 25 basis points (or 1.5 to 1.75 percent), because, “the labor market has continued…

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What are the Benefits of an Annuity? April 2, 2018
What are the Benefits of an Annuity?

  We always say that there is no single retirement planning solution that works for everyone. Each client is unique, and their decisions regarding retirement will depend upon many different factors which vary from one person to the next. However, there are…

Read More »

Life Insurance is More Affordable Than You Think March 12, 2018
Life Insurance is More Affordable Than You Think

If asked what would happen to your loved ones in the event of your untimely death, you would probably concede that life insurance would be an invaluable resource to protect them. Few people debate this point, but many are convinced that they…

Read More »

5 Things Retirees Need to Know About Income Taxes March 6, 2018
5 Things Retirees Need to Know About Income Taxes

Once you retire, many parts of your life will change. Hopefully, all of these changes are for the better! But we have discovered a few things that tend to take retirees by surprise, particularly with regard to income taxes. So keep these…

Read More »

4 Considerations When Shopping for Long Term Care Insurance February 12, 2018
4 Considerations When Shopping for Long Term Care Insurance

A person turning 65 years old today stands about a 70 percent chance of needing long-term care at some point in their lifetime*. Twenty percent of people will need nursing care for longer than five years*. With the cost of nursing homes…

Read More »

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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 .