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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…

Investigate These Factors Before Leaping Into Retirement

Years ago, you established a long-term savings plan for retirement, and set a prospective date to transition into your new life. But maybe you’ve enjoyed quite a bit of career success or good luck in the meantime, and you’re considering an earlier…

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…

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8 Ways to Accidentally Sabotage Your Financial Strategy October 16, 2017
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…

Read More »

5 Financial Tips to Pass Along to Your Grown Kids October 9, 2017
5 Financial Tips to Pass Along to Your Grown Kids

Once your kids graduate college and venture out into the world, they don’t exactly need you to hold their hands while crossing the street anymore. But that doesn’t mean they don’t need your guidance, especially concerning more “adult” topics like planning a…

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3 Potential Retirement Challenges for Married Couples October 4, 2017
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…

Read More »

Taking Advantage of a Healthy Economy September 27, 2017
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…

Read More »

4 Major Reasons to Protect Your Social Security Number September 18, 2017
4 Major Reasons to Protect Your Social Security Number

It often seems that we spend a good portion of our time just filling out endless forms, doesn’t it? It seems that everywhere we go, we’re asked for our names, birth dates, addresses, phone numbers… and Social Security numbers. Now, in most…

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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 .