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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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Managing Healthcare Expenses in Retirement August 6, 2018
Managing Healthcare Expenses in Retirement

If you’ve watched the news at all in the past few years, you probably know that the cost of healthcare continues to outpace inflation. Whether or not you’ve noticed much difference in your medical spending now, it would be wise to anticipate…

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Balance Your Risk and (Potential) Reward July 9, 2018
Balance Your Risk and (Potential) Reward

As we all know, any form of investing will carry some risk. Securities in the US are said to be some of the safer investments available, but “safer” does not equal “completely safe”. There is no such thing as a 100 percent…

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Managing Income Taxes in Retirement July 2, 2018
Managing Income Taxes in Retirement

When you retire, many aspects of your life will change. But as the saying goes, nothing is certain except death and taxes… So for most of us, taxes will always be a part of life, no matter what we do. However, that…

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5 Tax Breaks That Help You Prepare for Retirement June 10, 2018
5 Tax Breaks That Help You Prepare for Retirement

Retirement planning isn’t the easiest thing for most people, so it’s no surprise that we begin to worry after age 50 or so. You might fear that you aren’t saving enough, or that your budget won’t be reasonable once you reach retirement….

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The Surprising Reasons Many People Won’t Retire June 4, 2018
The Surprising Reasons Many People Won’t Retire

Most of us hope to retire someday, and for many that step will be more of a necessity. So you might be surprised to learn that 42 percent of all American workers will retire without any savings. Obviously, we hope that you…

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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 .