Financial Planning
Don’t Forget Your Healthcare Spending Accounts and Retirement Accounts When Changing Jobs
When embarking on a new job, it is crucial to plan ahead and ensure a smooth transition in managing your finances. One important aspect to consider is proactively [...]
Read more Don’t Forget Your Healthcare Spending Accounts and Retirement Accounts When Changing Jobs
Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that offer [...]
Read more Ensuring Your Trust Holds up to IRS Scrutiny
Medicare 2024: Steep Hikes in Prescription Premiums Coming
The rising cost of prescription drugs in the United States has become a significant concern, particularly for seniors regarding Medicare 2024. Compared to other [...]
Read more Medicare 2024: Steep Hikes in Prescription Premiums Coming
Underpayment Penalty Doubles for Estimated Tax Payments
The Internal Revenue Service (IRS) has recently implemented a significant change that could have a substantial impact on taxpayers and subsequent tax payments. [...]
Read more Underpayment Penalty Doubles for Estimated Tax Payments
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
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 [...]
Read more The New Rules 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 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 Boosting Your 401(k) 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
Recent posts
-
Late Summer Market Update: Pick Your Poison
August 21, 2025 -
Modest Inflation Pushes Estimated Social Security COLA Higher
August 20, 2025 -
Obamacare Premiums Could Increase 75% in 2026
August 15, 2025 -
The Tax Bill’s Expanded 529’s and New Child Accounts
August 8, 2025 -
Why An Alarming Number Of Workers Cash Out 401(k) Plans
July 31, 2025 -
Summer Market Update: Opportunities in the Wild (Market)
June 18, 2025
