Call 877-281-8282 or email kevin@infinitewealthadvisors.com to speak with an advisor.
Our Blog
Keeping Your Informed with Financial News and Tips
Are you currently maxing out your retirement plan contributions, but still looking for a way to expand your savings opportunities? Do you fall into one of the higher tax brackets, and need a way to pass assets to your heirs while bypassing the estate tax? There are several reasons that…
Retirement planning often involves a sea of complicated decisions, and we find ourselves tempted to compare each savings solution to all of the others. Way to bog yourself down in endless questions and comparisons! A simpler way might be to simply take a look at the merits of each savings…
When your parents and grandparents retired, they might have depended upon a combination of company pension and Social Security. If they did have their own retirement savings, they only had to live off of that money for about a decade. Now that many of us can expect to live 25…
A few months ago, we told our readers that experts had predicted Social Security checks would remain the same in 2017. In most years, a cost of living adjustment (COLA) is issued, but with inflation flat-lining near zero, it was forecast that a COLA would not be happening next year….
Have questions? Need assistance?
Use the form below to schedule an appointment.