Author: Mark Starosciak, CFP®
Author
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How to Manage A Stock Windfall
According to a recent report by Cerulli Associates, a vast transfer of wealth is poised to occur in the US over the next 25 years. Approximately $68 trillion will... Read more.
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Section 1202: Optimize Your Outcome with Closely Held Stock
Section 1202: Opportunity to Win Big in Stock Driver Talent Pro Crack Most investors have been unaware of the details in Section 1202 of the Internal Revenue Code... Read more.
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10b5-1 Proposed Rule Changes: What You Need to Know
Numerous factors influence a company’s success or failure. However, none is as essential as leadership. That’s why a critical battle for organizations... Read more.
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1970s Inflation: Why Inflation Today is Nothing Like the 1970s
Inflation remains one of the very hottest topics today in the world of investing. It seems no review we are doing today is without some discussion of inflation and... Read more.
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Sunny, Summer Days
So much the the summer doldrums! 2022 continues to throw us twists-and-turns we haven’t seen in quite awhile. Interestingly, these types of swings in the markets... Read more.
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Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Every now and then, in the far reaches of the retirement savings world, there is an oddball angle that can really make a positive difference in investors’... Read more.
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8 Employment Trends to Know Before You Change Jobs in 2022
The past two years have brought interesting changes to the job market and employment prospects. First, we had employees quitting their jobs in alarming numbers.... Read more.
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Market Update: The Great Unwinding Road Ahead
There is a natural order to the world around us, and to the financial markets as it turns out in this update. In both cases, if you mess with it too much, you can... Read more.
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7 Tips to Negotiate Your Best Salary & Benefits Package
Here at Infinium, we look beyond the day-to-day portfolio management to help you optimize your outcomes. Job change is seemingly a constant for those still working,... Read more.
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Infinium is Growing: Welcome Aboard Amy Warneke!
Infinium is proud to announce Amy Warneke has joined the team as Director of Client Services. In this role, Amy will provide broad-based support for all client functions... Read more.