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14811 Energy Way, Apple Valley, MN 55124

 
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Financial Planning

We can help take some of the mystery out of preparing for your financial future.

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Investment Management

Guidance that can help you understand and better define your financial and investment goals.

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Retirement Planning

We can help add confidence & clarity with your retirement goals and future planning.

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Understanding Today's Financial Environment

Welcome,
We are Infinity Wealth Alliance, a financial planning firm in Apple Valley, Minnesota. We understand that individuals and families face challenges as they prepare for retirement. We can help with a unique process to help bring confidence & clarity for today and your future. Whether your goal is preparing for retirement, college savings or developing a financial plan, we can help. Our professional service and advice focuses on you and your goals & objectives.

Helpful Content

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Rightsizing for Retirement

What does your home really cost?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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