Author: Mark Starosciak, CFP®
Author
Fall 2023: Uncharted Territory
Leave the Past Behind One of the most tempting mental undertakings to find yourself doing during times of great market uncertainty is to look back at history for... Read more.
Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded... Read more.
The New Rules Minimum Distributions from Retirement Accounts
RMD (Retirement) Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement accounts.... Read more.
Stock Options & Your Employment Contract
Stock options have been a standard part of upper-level employee contracts for many decades. In the history of businesses, an “interest” in the companies... Read more.
Boosting Your 401(k) Contributions Can Now Benefit College Aid
The landscape of college financial aid is constantly evolving, and thanks to new federal rules, there’s a promising opportunity for parents to boost their... Read more.
Senior Executives: An Intro to 10b5-1 Plans
Are you a corporate senior executive with too much publicly traded company stock? If so, you are not alone. At Infinium Investment Advisors, often times we find... Read more.
Tips for Early Success in Your New Job
Undoubtedly, the experience of the first month in a new job is often nerve-wracking. There is so much happening around a new hire, and there are abbreviations to... Read more.
Social Security Benefits Set to Rise 3.2% in 2024
Based on the latest Consumer Price Index (CPI) data, it has been estimated by the Senior Citizens League that the Cost–of–Living–Adjustment (COLA)... Read more.
The Three Types of Stock Option Vesting Schedules
There’s a first time for everything regarding vesting schedules. In the business world, many professionals have their first encounter with the stock market... Read more.
Market Update: It’s Lonely Out There
Hope everyone is having a great summer so far. The typical summer slowdown does not seem to be in effect for us. We are quite busy, but good busy, and for that we... Read more.