Call 877-281-8282 or email kevin@infinitewealthadvisors.com to speak with an agent.
Our Blog
Keeping Your Informed with Financial News and Tips
You probably dream of leaving a legacy to your children and grandchildren, but unfortunately, it’s not so simple as just writing them a check. If you want to leave money to your heirs, you could face various challenges in the form of taxes and other complications. That’s why many aging…
If you’re like most people, you enjoy making a difference in the world by giving to charity. You might also enjoy the tax deduction you can earn by doing so. But once you’re retired, your tax situation can change quite a bit, and you might need to structure your charitable…
Each fall, those drawing Social Security benefits look forward to the annual announcement regarding the cost of living adjustment (COLA). With COLA taking effect the following January, seniors living on a fixed income hope for a benefits increase of a few percent each year. This slight increase in checks helps…
As you would expect with any large government program, the Social Security program has so many complicated rules and procedures that they wouldn’t fit in a Manhattan phone book! You can hardly be expected to become familiar with all of them, so it’s no wonder that the general public believes…
Have questions? Need assistance?
Use the form below to schedule an appointment.