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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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Retirement: Special Considerations for Women August 13, 2014
Retirement: Special Considerations for Women

Women often express concerns over having enough money for retirement, and it’s no wonder: One study found that the average retirement savings for women age 65 to 69 is 22 percent less than that of men of the same age. When you…

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Watch Out for these Milestone Birthdays August 5, 2014
Watch Out for these Milestone Birthdays

As we age, we tend to think all of our big milestones are behind us. You were able to drive at 16, you voted at age 18, and so on. Yet, when it comes to planning for retirement, there are several important…

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4 Questions to Ask Yourself About Retirement July 23, 2014
4 Questions to Ask Yourself About Retirement

One huge misconception about planning for retirement is that you only need to answer one question: How much do I need to save? It’s a myth that there is some one-size-fits-all number out there, and all you have to do is discover…

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Lower Your Healthcare Costs in Retirement July 16, 2014
Lower Your Healthcare Costs in Retirement

  When you’re planning for retirement, accounting for the cost of healthcare becomes an important part of your overall equation. In fact, the burden of healthcare can be so great that retirement appears impossible to many people. According to a recent study…

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Are You Ready to Retire? May 18, 2014
Are You Ready to Retire?

You’ve spent years planning for retirement, with an end goal in mind. Maybe you plan to move to a sunny retirement community, or you can’t wait to spend more time with the grandchildren. Whatever your plans, it’s understandable that you’re anxious to…

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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 .