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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…

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…

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4 Considerations When Shopping for Long Term Care Insurance February 12, 2018
4 Considerations When Shopping for Long Term Care Insurance

A person turning 65 years old today stands about a 70 percent chance of needing long-term care at some point in their lifetime*. Twenty percent of people will need nursing care for longer than five years*. With the cost of nursing homes…

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Watch Out for These Financial Scams February 7, 2018
Watch Out for These Financial Scams

We never want to worry you, but we also want to help you stay informed on financial issues that can impact your life. For that reason, we’re sharing news of a few common scams that are circulating these days. Most con artists…

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5 New Challenges to Retirement January 15, 2018
5 New Challenges to Retirement

Do you remember when your parents or older friends retired? They probably made it look easy, or at least not overly difficult. Hopefully it will go that way for you, too… But because retirees face a very different reality today, we wanted…

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4 Changes Coming to Social Security This Year January 6, 2018
4 Changes Coming to Social Security This Year

For many people, the new year signals a time of fresh starts, resolutions, and reaching for new goals. But it’s also, quite simply, a new fiscal year. January 1 is often the starting point for many changes issued by the federal government,…

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Financial Planning Steps to Take Before the Year Ends December 9, 2017
Financial Planning Steps to Take Before the Year Ends

Financial planning and income taxes perhaps the last things you want to think about right now. December is all about joy and merriment, after all, and these topics can feel a bit dry to many people. However, setting aside a few minutes…

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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 .