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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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What are the Benefits of an Annuity? April 2, 2018
What are the Benefits of an Annuity?

  We always say that there is no single retirement planning solution that works for everyone. Each client is unique, and their decisions regarding retirement will depend upon many different factors which vary from one person to the next. However, there are…

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Life Insurance is More Affordable Than You Think March 12, 2018
Life Insurance is More Affordable Than You Think

If asked what would happen to your loved ones in the event of your untimely death, you would probably concede that life insurance would be an invaluable resource to protect them. Few people debate this point, but many are convinced that they…

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5 Things Retirees Need to Know About Income Taxes March 6, 2018
5 Things Retirees Need to Know About Income Taxes

Once you retire, many parts of your life will change. Hopefully, all of these changes are for the better! But we have discovered a few things that tend to take retirees by surprise, particularly with regard to income taxes. So keep these…

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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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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 .