Author: Mark Starosciak, CFP®
Author
Summer Market Update: Opportunities in the Wild (Market)
If you turned off all your screens and went on a 3 to 4 month vacation and finally checked on how the stock market was doing this year, you would see the S&P... Read more.
3 Economic Benefits of Hiring a Spouse
In the realm of small business ownership, strategic financial planning is crucial for maximizing profitability and minimizing tax liabilities. One often-overlooked... Read more.
Can Trump Really End Taxes on Social Security?
During his 2024 presidential campaign and subsequent second term, President Donald Trump repeatedly pledged to eliminate federal income taxes on Social Security... Read more.
Is Social Security Solvent?
Is Social Security Insolvent? Social Security, a cornerstone of the American social safety net, provides critical financial support to retirees. Established in 1935... Read more.
May 2025 Market Update: Looking for a Winner
Having just celebrated my 26th year as a financial advisor, I couldn’t help but reflect on just how much life, and the markets, have changed over the past quarter... Read more.
April 2025 Market Update: High and Dry
Last night, we hosted our Spring Market Update dinner at Del Frisco’s Steakhouse titled “Winning Strategies to Protect Your Portfolio in Uncertain Times.”... Read more.
2025 Year Ahead Outlook: Built to Last
We hedge our bets, here at Infinium. A ‘Year Ahead Outlook’ piece published in early February is pushing it a little, don’t you think? We cannot disagree.... Read more.
How to Access Your IRA Without Penalty Before Age 59 ½
Section 72(t) of the Internal Revenue Code allows individuals to access funds from their retirement accounts before reaching the typical retirement age of 59½ without... Read more.
Alternatives: Managed Futures for Dummies
Ever since I started in the business, the idea of how to get real diversification has always interested me. Especially today, many markets all seem to move in the... Read more.
Social Security Changes for 2025
In 2025, several significant changes to the U.S. Social Security system have been implemented, reflecting both economic adjustments and legislative decisions that... Read more.