Financial Planning
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 [...]
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Understanding Changes in Medicare for 2024 – Telehealth & Cost
Medicare Update for 2024 In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for [...]
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Here are the New Rules Required Minimum Distributions from Retirement Accounts
RMD Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement accounts. Over the [...]
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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 [...]
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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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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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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 [...]
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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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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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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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Recent posts
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Fall 2023: Uncharted Territory
November 8, 2023 -
Understanding Changes in Medicare for 2024 – Telehealth & Cost
November 2, 2023 -
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Stock Options & Your Employment Contract
October 1, 2023 -
Boosting Your 401k Contributions Can Now Benefit College Aid
September 8, 2023 -
Senior Executives: An Intro to 10b5-1 Plans
September 2, 2023
