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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!

16 Nov
Term vs Whole Life Insurance. Which Should You Have in Place?

Term vs Whole Life Insurance. Which Should You Have in Place?

As a product that goes hand in hand with our untimely demise, life insurance isn’t exactly a fun topic to dwell on for too long! Still, it’s perhaps the most important piece of asset protection that we can put into place, so it’s worth our […]

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27 Oct
Important Changes for 2023

Important Changes for 2023

As I’m sure everyone is aware, we’ve seen an historic increase in inflation during 2022 and while no one is happy paying higher prices there are a few silver linings to explore. To start, tax bracket changes could increase post-tax income in 2023 as thresholds […]

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28 Sep
4 Smart Money Decisions During A Down Market

4 Smart Money Decisions During A Down Market

Most investors understand the stock market is having a difficult year. But some investors are less aware of the fact that 2022 is shaping as one of, if not the worst year on record for fixed income investments and balanced portfolios also. Traditional guidance would […]

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