Blog

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…

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…

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,…

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…

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…

Rising Medicare Premiums Make an Important Point About Retirement Planning

By now, you have probably heard that premiums for Original Medicare Part B, along with deductibles for both Part A and B, were increased just slightly for 2019. This is no surprise, as Medicare premiums and deductibles do change periodically. For those…

» «
Remember to Review Your Beneficiaries October 29, 2014
Remember to Review Your Beneficiaries

When your bought a life insurance policy or started a retirement account years ago, you were asked to name a beneficiary for the funds. But like most people, you may not have given a thought to those beneficiaries in all the years…

Read More »

4 Steps to a More Comfortable Cash Flow October 22, 2014
4 Steps to a More Comfortable Cash Flow

For better or worse, most retirees live on a fixed budget of some sort. Even if you’ve saved a large sum of money over the years, you still have to plan your retirement account distributions carefully so that you don’t outlive your…

Read More »

Avoid These Life Insurance Mistakes October 15, 2014
Avoid These Life Insurance Mistakes

You want to protect your family’s financial future, but shopping for life insurance can be a bit confusing. Since insurance policies are never one-size-fits-all, you will need to do some careful research and comparison shopping. Just remember to watch out for these…

Read More »

The Three Worst Types of Debt October 8, 2014
The Three Worst Types of Debt

High debt load is a problem for many American households. Some types of debt, like a mortgage, are practically unavoidable. But others are often unnecessary and can be devastating to your overall financial picture. To keep your financial outlook healthy, avoid these…

Read More »

The 3 Most Common Money Regrets September 24, 2014
The 3 Most Common Money Regrets

When planning for a major change in your life, it’s often helpful to talk to people who have successfully navigated unfamiliar waters. These people can share their success stories, and you can learn a lot from them. On the other hand, sometimes…

Read More »

If you would like more information or have specific questions, please contact us using the following form. We would be happy to assist you.

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 .