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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

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Should I Buy or Lease an Auto?

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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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.

Retirement Plan Distributions

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises

Making the most of surprises is a great reason to work with us.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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