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Take a Closer Look at Your Paycheck

About every two weeks, payday rolls around once again. So much of our financial lives have become automatic routine in our minds, that we simply pay bills once that check arrives and then forget about it for two more weeks. But there’s…

Tax Treatment of Annuities

Throughout your retirement planning process, you will probably start to talk to friends or relatives who have already experienced this major life change. It’s a good idea to get input from those with experience. But you’ll probably notice something interesting: Each of…

Another Way to Protect Your Family

Financial security means safety for your loved ones. That’s one of the reasons most people investigate their life insurance options and draft a Last Will and Testament. You want to ensure that your property is passed on to the right people, in…

5 Things to Know About Your 401(k)

If you’re currently utilizing a 401(k) fund through your company, you’re making a wise choice. A 401(k) is one of the best retirement planning tools out there. But like any tool, it’s much more helpful if you’re using it correctly. So keep…

Avoid This Costly Financial Mistake

As you reach the home stretch of retirement planning, perhaps in your fifties or early sixties, you will probably feel some relief in knowing that you’re almost to your goal. And then, you face yet another obstacle: Your kids are ready for…

One Easy Change Leads to Big Results

What’s your retirement dream? Many people want to move to a dream location in retirement, or at least travel frequently. Most have some activities in mind, or want to spend more time with family and friends. But the most common retirement dream…

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Take a Closer Look at Your Paycheck August 21, 2017
Take a Closer Look at Your Paycheck

About every two weeks, payday rolls around once again. So much of our financial lives have become automatic routine in our minds, that we simply pay bills once that check arrives and then forget about it for two more weeks. But there’s…

Read More »

Tax Treatment of Annuities August 13, 2017
Tax Treatment of Annuities

Throughout your retirement planning process, you will probably start to talk to friends or relatives who have already experienced this major life change. It’s a good idea to get input from those with experience. But you’ll probably notice something interesting: Each of…

Read More »

Another Way to Protect Your Family August 7, 2017
Another Way to Protect Your Family

Financial security means safety for your loved ones. That’s one of the reasons most people investigate their life insurance options and draft a Last Will and Testament. You want to ensure that your property is passed on to the right people, in…

Read More »

5 Things to Know About Your 401(k) July 23, 2017
5 Things to Know About Your 401(k)

If you’re currently utilizing a 401(k) fund through your company, you’re making a wise choice. A 401(k) is one of the best retirement planning tools out there. But like any tool, it’s much more helpful if you’re using it correctly. So keep…

Read More »

Avoid This Costly Financial Mistake July 17, 2017
Avoid This Costly Financial Mistake

As you reach the home stretch of retirement planning, perhaps in your fifties or early sixties, you will probably feel some relief in knowing that you’re almost to your goal. And then, you face yet another obstacle: Your kids are ready for…

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 .