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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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Taking Advantage of a Healthy Economy September 27, 2017
Taking Advantage of a Healthy Economy

Have you heard the terrific news? Despite all the terrible things the evening news likes to share with us, our economy is doing very well. In fact, we’re right in the middle of the third longest market expansion in history! And, if…

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4 Major Reasons to Protect Your Social Security Number September 18, 2017
4 Major Reasons to Protect Your Social Security Number

It often seems that we spend a good portion of our time just filling out endless forms, doesn’t it? It seems that everywhere we go, we’re asked for our names, birth dates, addresses, phone numbers… and Social Security numbers. Now, in most…

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Investigate These Factors Before Leaping Into Retirement September 11, 2017
Investigate These Factors Before Leaping Into Retirement

Years ago, you established a long-term savings plan for retirement, and set a prospective date to transition into your new life. But maybe you’ve enjoyed quite a bit of career success or good luck in the meantime, and you’re considering an earlier…

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What Wells Fargo Customers Need to Know September 6, 2017
What Wells Fargo Customers Need to Know

If you have a relationship with Wells Fargo Bank, including: Auto Loans, Mortgages, Credit Cards, Checking Accounts, Savings Accounts or a Merchant Account, here’s what you need to know: Auto Loans: Check your loan statement(s), not just the current one, and look…

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Ask Yourself These Questions About Life Insurance August 28, 2017
Ask Yourself These Questions About Life Insurance

If you already have a life insurance policy, you might feel slightly annoyed when people ask you about it. You’ve already purchased a policy, and no one wants to dwell on boring financial contracts or their own mortality. That’s understandable. But unless…

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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 .