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12 Terry Drive, Suite 203
Newton, PA 18940

(888) 270-1574

info@myinnovawealth.com

Retirement Planning Services

Retirement Considerations

Although you can begin claiming Social Security as early as 62 years old, your benefit will be reduced unless you wait until your full retirement age (usually age 66-67 depending on when you were born). You can also delay taking Social Security until after your full retirement age to increase your benefit. Planning Social Security around your needed cash flow in retirement to create a consistent income is critical, and one of many things the iNNOVA Wealth Partners team can help you with.

Retirement Planning

A little known fact is that more people perish coming down Mount Everest than while climbing up.  The clients we normally work with have already traversed the mountain of accumulating their wealth and now face the challenges of converting their assets into an income stream through retirement, i.e. their descent down the retirement mountain.  This takes a different approach and different skills.  A sharp focus on risk management, longevity/income planning, and tax efficiency is required while generating higher returns at any cost becomes less of a priority.

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iNNOVA Wealth Classes

Sign up for our highly informative seminars taught by seasoned financial planners.
Each course provides real world information and tools to help simplify the complexities surrounding retirement, tax planning, investing and general financial planning.

Check back soon for virtual events!

28 Apr
Who did what? Lessons From a Billionaire

Who did what? Lessons From a Billionaire

Before this month very few people have ever heard the name Bill Hwang.  Hwang began his career at Peregrine Securities as an equity salesperson.  While there Hwang met legendary investor Julian Robertson, founder of Tiger Management and one of the greatest investors of all time.  […]

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18 Mar
Your Savings Account Earns How Much?!?

Your Savings Account Earns How Much?!?

For the past decade, the interest rate provided by banks for a savings account has been putrid. When it didn’t seem like it could get worse, following the pandemic, the national average on savings deposits hit a startlingly low 0.04% . That means the $50,000 […]

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2 Mar
Are You or Someone You Love Becoming a Day Trader?

Are You or Someone You Love Becoming a Day Trader?

Casinos may be operating at a reduced capacity right now, but gamblers are still getting their fix. Wall Street has been overrun by thrill seekers, tired of lockdown and looking for an outlet. I’m all for someone having fun but when someone’s understanding of the […]

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