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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!

12 Aug
What Might Your Social Security Benefit Be in 2023?

What Might Your Social Security Benefit Be in 2023?

According to the Senior Citizens League (I know, they sound like a group of superheroes that can use laser vision to clip coupons from circulars at the speed of light), our favorite element of Social Security benefits, the Cost-of-Living-Adjustment or COLA, is anticipated to net […]

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24 Jun
Financial Benefits of Hiring Your Kids in the Family Business

Financial Benefits of Hiring Your Kids in the Family Business

Bringing your children into the family business has its pros and cons that range from teaching kids strong work ethics to alienating other employees due to nepotism. Many parents may not even want their children in the family business at young age so they can […]

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23 May
How Rising Rates May Impact Your Portfolio

How Rising Rates May Impact Your Portfolio

How Rising Rates May Impact Your Portfolio The Federal Reserve has acknowledged that the post-pandemic inflation we have seen isn’t as transitory as once hoped. Supply chain issues haven’t cleared up as quickly as expected and inflation is beginning to take its toll. In an […]

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