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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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5 Tax Breaks That Help You Prepare for Retirement June 10, 2018
5 Tax Breaks That Help You Prepare for Retirement

Retirement planning isn’t the easiest thing for most people, so it’s no surprise that we begin to worry after age 50 or so. You might fear that you aren’t saving enough, or that your budget won’t be reasonable once you reach retirement….

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The Surprising Reasons Many People Won’t Retire June 4, 2018
The Surprising Reasons Many People Won’t Retire

Most of us hope to retire someday, and for many that step will be more of a necessity. So you might be surprised to learn that 42 percent of all American workers will retire without any savings. Obviously, we hope that you…

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A Brief Guide to Life Insurance May 14, 2018
A Brief Guide to Life Insurance

These days, most people understand the importance of life insurance. Even if you’re unmarried and have zero dependents, you still need at least a basic policy to cover final expenses. Of course, most of us do get married and have children at…

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Filing for Social Security is a Very Important Decision May 7, 2018
Filing for Social Security is a Very Important Decision

Social Security will comprise a significant part of most retirement plans. Most pre-retirees tend to focus on benefit amounts, as in how much can I expect to receive from Social Security? We know, of course, that this figure is determined by your…

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The Fed Raised Interest Rates: Now What? April 9, 2018
The Fed Raised Interest Rates: Now What?

By now, you have probably heard the news that the Federal Reserve announced a rate hike in March. They made the decision to increase the benchmark rate by 25 basis points (or 1.5 to 1.75 percent), because, “the labor market has continued…

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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 .