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What to Do if You Don’t Have a 401(k)

Planning for retirement can be confusing for all of us. But if you’re one of the 38 million private-sector workers who don’t have access to an employer-provided 401(k), you’re probably feeling left out of the conversation entirely. We hear you! If you’re…

Rising Medicare Premiums Make an Important Point About Retirement Planning

By now, you have probably heard that premiums for Original Medicare Part B, along with deductibles for both Part A and B, were increased just slightly for 2019. This is no surprise, as Medicare premiums and deductibles do change periodically. For those…

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…

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What You Need to Know About the Property Tax Deduction February 11, 2019
What You Need to Know About the Property Tax Deduction

By now, you have probably heard that the sweeping federal income tax reforms have impacted the way many people itemize their deductions. In particular, the property tax deduction limit has caught plenty of attention (and complaints). So, what do you need to…

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What to Do if You Don’t Have a 401(k) February 6, 2019
What to Do if You Don’t Have a 401(k)

Planning for retirement can be confusing for all of us. But if you’re one of the 38 million private-sector workers who don’t have access to an employer-provided 401(k), you’re probably feeling left out of the conversation entirely. We hear you! If you’re…

Read More »

Keep Yourself Safe From Social Security Fraud January 6, 2019
Keep Yourself Safe From Social Security Fraud

What would you do, if you received a call from a Social Security representative informing you of a problem with your benefits? Understandably, you might feel frightened, and want to comply with their directions immediately. No one wants to lose their benefits…

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Rising Medicare Premiums Make an Important Point About Retirement Planning January 2, 2019
Rising Medicare Premiums Make an Important Point About Retirement Planning

By now, you have probably heard that premiums for Original Medicare Part B, along with deductibles for both Part A and B, were increased just slightly for 2019. This is no surprise, as Medicare premiums and deductibles do change periodically. For those…

Read More »

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 »

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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 .