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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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10 Ways to Curb Impulse Spending October 23, 2017
10 Ways to Curb Impulse Spending

    It goes without saying that those who earn more money, have more to save for retirement. But whether you’re actually saving that money is a whole different story, isn’t it? We often find that those who earn more don’t necessarily…

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8 Ways to Accidentally Sabotage Your Financial Strategy October 16, 2017
8 Ways to Accidentally Sabotage Your Financial Strategy

There are numerous different ways to invest and grow your personal wealth. Conversely, there are just as many ways to sabotage your long-term financial strategy! Working with a skilled financial advisor can help you identify beneficial opportunities as well as avoid potential…

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5 Financial Tips to Pass Along to Your Grown Kids October 9, 2017
5 Financial Tips to Pass Along to Your Grown Kids

Once your kids graduate college and venture out into the world, they don’t exactly need you to hold their hands while crossing the street anymore. But that doesn’t mean they don’t need your guidance, especially concerning more “adult” topics like planning a…

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3 Potential Retirement Challenges for Married Couples October 4, 2017
3 Potential Retirement Challenges for Married Couples

Are you and your spouse on the same page, regarding retirement planning? NerdWallet recently conducted a survey that uncovered some surprising truths about couples and their retirement plans. For example, 30 percent of couples don’t talk about retirement at all. That might…

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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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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 .