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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…

How Can Annuity Living Benefits Help You?

Annuities have regained their popularity in recent years, due to their flexibility in providing retirement income. But, also due to that flexibility, there are hundreds of different types of annuities available to you! How do you know you’re choosing a contract that…

What it Really Takes to Retire Early

You might have heard the recent buzz about the FIRE (Financial Independence, Retire Early) movement. These are young to middle-aged people who have dedicated themselves to an early retirement, or are in the planning stages to do so. But what does it…

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One Easy Change Leads to Big Results July 9, 2017
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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An Important Question to Ask About Retirement July 3, 2017
An Important Question to Ask About Retirement

As you plan for retirement, you will probably ask yourself a question that we hear all the time: “How much money do I need to save?” That’s certainly an important consideration, and setting a savings goal is obviously a large part of…

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One Simple Way to Create a More Secure Future June 26, 2017
One Simple Way to Create a More Secure Future

If you’re following our blogs, you’ve learned a lot about saving for your future. For example, you know that gradually increasing your retirement plan contributions each year is a wise move, and you also know that maxing out your contributions helps you…

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What You Need to Know About IRAs June 19, 2017
What You Need to Know About IRAs

You haven’t been living under a rock, so you’ve already learned that planning for retirement is one of the most important financial choices you will ever make. But, many people are still confused about their different options regarding retirement planning. You might…

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Social Security: Will Everything Go According to Plan? June 11, 2017
Social Security: Will Everything Go According to Plan?

As we always remind our clients, Social Security was only meant to be a supplement to your retirement income. You can’t completely rely upon it to fund your retirement. Having said that, you do need to know what you can expect from…

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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 .