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 [...]
Read more Fall 2023: Uncharted Territory
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 Understanding Changes in Medicare for 2024 – Telehealth & Cost
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 [...]
Read more Here are the New Rules Required Minimum Distributions from Retirement Accounts
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 [...]
Read more Stock Options & Your Employment Contract
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 [...]
Read more Boosting Your 401k Contributions Can Now Benefit College Aid
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 Senior Executives: An Intro to 10b5-1 Plans
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
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 [...]
Read more Optimizing Your Social Security
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 [...]
Read more College Costs Keep Rising
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 [...]
Read more What is a Private Foundation?
Recent posts
-
Market Update May 2024 | The Golden Oldies
May 1, 2024 -
RMD Relief for Beneficiary IRA Account Holders
April 30, 2024 -
One Third of Americans Feel Financially Insecure
April 30, 2024 -
Remote Workers Beware: Double Income Taxation Looms
April 10, 2024 -
-
The Song Remains the Same
February 14, 2024
