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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…

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…

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What it Really Takes to Retire Early September 10, 2018
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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Give Your Retirement Budget a Test Drive September 3, 2018
Give Your Retirement Budget a Test Drive

When we make major financial decisions, we tend to conduct a bit of research first. Car dealerships allow you to test drive their vehicles, you visit a home several times and thoroughly inspect it before buying, and so on. We usually don’t…

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5 Great Reasons to Have an IRA August 12, 2018
5 Great Reasons to Have an IRA

When you began planning for retirement, you might have opted into whatever plan you were offered at the time. Often this is an employer’s 401(k) fund, although other options are sometimes available. However, at some point, you might begin to wonder if…

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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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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 .