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3 Reasons to Consider a Roth IRA

When it comes to retirement planning, you will be faced with a variety of options. One of the most important things to remember, with regard to various savings or income-generating vehicles, is not only how they benefit you in the future, but…

Retirement Plan Contribution Limits Increase for 2018

For those of you who are contributing to a tax-advantaged retirement account, such as a 401(k), we have some great news: The IRS has increased contribution limits for 2018. Now you can stash $18,500 in your retirement account, on a pre-tax basis,…

Social Security Announces COLA for 2018

Each fall, Social Security announces whether they will be releasing a cost of living adjustment (COLA) for beneficiaries, taking effect the following January. In recent years, COLA has been historically small or non-existent, but this year we have good news for recipients…

8 Ways to Accidentally Sabotage Your Financial Strategy

There are numerous different ways to invest and grow your personal wealth. Conversely, there are just as many ways to sabotage your long-term financial strategy! Working with a skilled financial advisor can help you identify beneficial opportunities as well as avoid potential…

3 Potential Retirement Challenges for Married Couples

Are you and your spouse on the same page, regarding retirement planning? NerdWallet recently conducted a survey that uncovered some surprising truths about couples and their retirement plans. For example, 30 percent of couples don’t talk about retirement at all. That might…

Taking Advantage of a Healthy Economy

Have you heard the terrific news? Despite all the terrible things the evening news likes to share with us, our economy is doing very well. In fact, we’re right in the middle of the third longest market expansion in history! And, if…

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Financial Planning Steps to Take Before the Year Ends December 9, 2017
Financial Planning Steps to Take Before the Year Ends

Financial planning and income taxes perhaps the last things you want to think about right now. December is all about joy and merriment, after all, and these topics can feel a bit dry to many people. However, setting aside a few minutes…

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Plan Carefully to Claim This Valuable Tax Deduction December 4, 2017
Plan Carefully to Claim This Valuable Tax Deduction

As the holiday season gets into full swing, are you feeling charitable? You might enjoy making a difference in the world by giving to charity, or perhaps a particular cause has touched you personally in the past. Whatever your reason for giving,…

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3 Reasons to Consider a Roth IRA November 20, 2017
3 Reasons to Consider a Roth IRA

When it comes to retirement planning, you will be faced with a variety of options. One of the most important things to remember, with regard to various savings or income-generating vehicles, is not only how they benefit you in the future, but…

Read More »

Retirement Plan Contribution Limits Increase for 2018 November 13, 2017
Retirement Plan Contribution Limits Increase for 2018

For those of you who are contributing to a tax-advantaged retirement account, such as a 401(k), we have some great news: The IRS has increased contribution limits for 2018. Now you can stash $18,500 in your retirement account, on a pre-tax basis,…

Read More »

Social Security Announces COLA for 2018 November 6, 2017
Social Security Announces COLA for 2018

Each fall, Social Security announces whether they will be releasing a cost of living adjustment (COLA) for beneficiaries, taking effect the following January. In recent years, COLA has been historically small or non-existent, but this year we have good news for recipients…

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 .