Everyone loves a success story and we at Innova are certainly no different. One highlight of our job as financial advisors is hearing our client’s success stories. What’s most surprising to us is that the success stories we hear rarely include multi-million dollar incomes filled […]
Read MoreHSA: Are You Aware of This Valuable Retirement Planning Tool?
Remember the first time you tried sushi? After my formative years of mom cooking chicken at 385° for somewhere in the neighborhood of 10 hours until it was deemed safe to eat, raw fish was a tall order. I nervously took the plunge with a […]
Read More10 Reasons to Update an Estate Plan
10 Reasons to Update Your Estate Plan Change in Marital Status. Separation, marriage and divorce all require major changes to an estate plan. Also, if you’re planning on getting married there could be some prenuptial planning opportunities to be considered. Change in Financial Status. […]
Read MoreRetiring Early Part 2
Part 2 of our letter will offer some tips and strategies to move you closer to that early retirement! In your 20’s – Save Early and Save Often In your 20’s, you have one of the most valuable investing tools to work with… Time! Investing […]
Read MoreRetiring Early Part 1
Most Americans look forward to retirement. These will be the days when their lives no longer revolve around work. Enjoying life in retirement could range from helping with the grandkids, teaching at the local community college, to playing a weekly round of golf with buddies. […]
Read MoreD – E – B – T: Not always your typical 4 letter word
A lot of ink has been spilled over the concept of debt and how it relates to one’s personal finances. Often times a specific answer is put forth from so called “experts” with a firm and decisive rule like “avoid debt like it’s the plague!!!” […]
Read MoreWhat is Brexit & How Does It Impact Your Investments?
Brexit is one of those terms that you may have heard at the last dinner party. We think we understand what’s going on, but do we? It’s like Bitcoin or a New Yorker cartoon; we know it means something, we’re just not actually sure what. […]
Read MoreSPECIAL ANNOUNCEMENT! (and TOD Accounts – what they are and should you consider them?)
Before we get started, on an exciting note our team at Innova Wealth Partners is proud to announce “We Won!” We want to thank those individuals that nominated us and voted for us! In 2018, a total of 343,842 votes were placed for all contestants. […]
Read MoreBig Birthday This Year?!?!?!
Are you having a milestone birthday this year?! There are a set of important ages when it comes to retirement planning and we thought it would be a great way to kick off our newsletters this year with a reminder for all of […]
Read MoreNo (Short Term Investment) Pain, No (Long Term Investment) Gain!
No, this isn’t a post on the best workouts and you won’t see Jane Fonda with 80’s hair as you scroll down the page (or maybe you will, you’ll have to read to find out). Today we’re going to take a look at a topic […]
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