Blog

3 Risks of an Early Retirement

We often hear from clients who hope to retire early, and from others who have already made that dream a reality. As you might expect, some are thrilled with their decisions, while others regret a few things. If you’re trying to decide…

Your Kids Will Follow Your (Financial Planning) Example

Once your kids have reached age 18, you’re finished with parenting, right? If you’re chuckling right now, it’s because you know that is far from the truth. Those of you with teenagers will find out soon enough! The truth is, parenting is…

Avoid This Common Retirement Crisis

As you transition from your working years to retirement, it’s normal to feel a bit of anxiety over your plans. You run the numbers, you analyze your situation from various angles, and hopefully you’ve consulted with a financial advisor to establish reliable…

Top Six Money Traps to Avoid in Retirement

With regard to retirement planning, we tend to focus on savings. We advise you to start saving early, take advantage of all savings opportunities, and to save as much money as you can. And yes, growing a retirement nest egg is certainly…

4 Changes to Retirement Planning, That Might be Coming Soon

In today’s contentious political landscape, it is rare to see lawmakers agreeing on anything… But in late May, the Secure Act passed Congress with an overwhelmingly positive vote of 417-3. Now, the bill will move on to the Senate, where it will…

Don’t Fall for This Hype About Social Security

Sometimes, news headlines can appear more alarming than necessary. On top of that, we all hear rumors from coworkers and friends, that can be upsetting if we don’t take the time to fact check them. With Social Security being such a large…

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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,…

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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…

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Watch Out for This Insurance Scam November 1, 2017
Watch Out for This Insurance Scam

Recently, the IRS released information to tax professionals, warning them of a new insurance scam that criminals are using to fraudulently access annuity and life insurance accounts. Since educating our clients and warning them of issues that can impact them is important…

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10 Ways to Curb Impulse Spending October 23, 2017
10 Ways to Curb Impulse Spending

    It goes without saying that those who earn more money, have more to save for retirement. But whether you’re actually saving that money is a whole different story, isn’t it? We often find that those who earn more don’t necessarily…

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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…

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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 .