Medicare Open Enrollment Oct. 15 - Dec. 7
Please call Tyler Dove with any Medicare questions and to review your Part D Prescription Drug plan!
Sustainable living today, planning for tomorrow.
Infinity Financial Partners is a collaborative firm of independent advisors focusing on customized, goals-based financial planning and disciplined investment management for individuals, families, and small businesses. With a comprehensive approach, unbiased advice, and a focus on listening, we can help you develop lifelong goals and implement the strategies necessary to achieve them.
Developing customized strategies to align your savings and investments with your long-term goals. As an independent firm, we can access a wide range of investment solutions to meet your needs.
Taking investment planning a step further, we can look at your goals in the scope of a full financial plan, covering saving and spending goals, Social Security and Medicare planning, pension maximization, and the pursuit of any retirement or "second-career" goals you may have!
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Knowing the rules may help you decide when to start benefits.
How long does a $20 bill last?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you explored all your options when it comes to managing your taxable income?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?