Blog
September 2023
Boosting Your 401k 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 [...]
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September 2023
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 [...]
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August 2023
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 [...]
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August 2023
Social Security Benefits Set to Rise 3.2% in 2024, Less Than Half of 2023’s Increase
Based on the latest Consumer Price Index (CPI) data, it has been estimated by the Senior Citizens League that the Cost–of–Living–Adjustment [...]
Read more Social Security Benefits Set to Rise 3.2% in 2024, Less Than Half of 2023’s Increase
July 2023
The Three Types of Stock Option Vesting Schedules
There’s a first time for everything. In the business world, many professionals have their first encounter with the stock market through company stock [...]
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July 2023
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 [...]
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July 2023
Optimizing Your Social Security
With the looming threat of Social Security benefits being cut by 27% in a decade, it is now more important than ever to ensure you maximize your Social Security [...]
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July 2023
College Costs Keep Rising
As college costs continue to rise, parents are feeling the financial squeeze as they try to pay down their own debt while simultaneously saving for their [...]
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June 2023
What is a Private Foundation?
Private foundations (PF) are a type of nonprofit organization that requires careful consideration when it comes to taxes. Navigating the tax rules associated with [...]
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June 2023
How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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