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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Is An Early Withdrawal a Good Idea? April 1, 2019
Is An Early Withdrawal a Good Idea?

If you took the important step to open a retirement account years ago, and you’ve been faithfully saving ever since, we want to congratulate you on smart, responsible financial planning. Many people don’t think about retirement until much later, so you’re ahead…

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How to Maximize Your Social Security Benefits March 11, 2019
How to Maximize Your Social Security Benefits

Most of us anticipate that our retirement incomes will be derived from several sources, such as withdrawals from a retirement account, a pension or annuity, and of course, Social Security. Part of the retirement planning process involves maximizing each of those sources,…

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Rolling Over Your 401(k) to an IRA March 4, 2019
Rolling Over Your 401(k) to an IRA

At some point during your career, you might find yourself deciding what to do with an “old” 401(k). This typically refers to a 401(k) fund to which you can no longer contribute (such as in the case of changing employers or being…

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What You Need to Know About the Property Tax Deduction February 11, 2019
What You Need to Know About the Property Tax Deduction

By now, you have probably heard that the sweeping federal income tax reforms have impacted the way many people itemize their deductions. In particular, the property tax deduction limit has caught plenty of attention (and complaints). So, what do you need to…

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What to Do if You Don’t Have a 401(k) February 6, 2019
What to Do if You Don’t Have a 401(k)

Planning for retirement can be confusing for all of us. But if you’re one of the 38 million private-sector workers who don’t have access to an employer-provided 401(k), you’re probably feeling left out of the conversation entirely. We hear you! If you’re…

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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 .