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1619 East Common Street
Suite 501
New Braunfels, TX 78130


Innovative Retirement, LLC

(830) 620-0131

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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(830) 620-0131
Toll Free: (877) 620-0131

Helpful Content

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.


Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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