Insights
![401(k) & IRA Alert: Max contributions rise in 2024](https://infiniumadvisors.com/wp-content/uploads/401k-IRAs-pic-588x588.jpg)
June 2024
401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in [...]
Read more 401(k) & IRA Alert: Max contributions rise in 2024
![States Contemplate “Mansion Tax” to Fund Affordable Housing](https://infiniumadvisors.com/wp-content/uploads/affordable-housing-pic-588x588.jpg)
States Contemplate “Mansion Tax” to Fund Affordable Housing
As the affordable housing crisis continues to grip many parts of the country, state and local governments are exploring innovative solutions to generate funding [...]
Read more States Contemplate “Mansion Tax” to Fund Affordable Housing
![SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA](https://infiniumadvisors.com/wp-content/uploads/IRAs-left-to-a-trust-pic-588x588.jpg)
May 2024
SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of [...]
Read more SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
![Market Update May 2024 | The Golden Oldies](https://infiniumadvisors.com/wp-content/uploads/record-clubs-of-the-1970s-Google-Search-1-588x361.png)
May 2024
Market Update May 2024 | The Golden Oldies
Remember those Columbia House ads from the 1970s and 1980s giving you an opportunity to build out your record or tape collection for just a buck? Talk about a [...]
Read more Market Update May 2024 | The Golden Oldies
![One Third of Americans Feel Financially Insecure](https://infiniumadvisors.com/wp-content/uploads/financially-insecure-588x588.jpg)
April 2024
One Third of Americans Feel Financially Insecure
It’s no secret that financial insecurity is a growing concern among Americans, with a significant number feeling the weight of economic pressures. The [...]
Read more One Third of Americans Feel Financially Insecure
![The Politics of Housing: The Polarization of Renting Versus Owning](https://infiniumadvisors.com/wp-content/uploads/renting-vs-buying-588x588.jpg)
March 2024
The Politics of Housing: The Polarization of Renting Versus Owning
The debate between renting and owning a home has long been a contentious issue in the realm of housing politics. The divide between those who advocate for renting [...]
Read more The Politics of Housing: The Polarization of Renting Versus Owning
![Why Are U.S. Workers Struggling to Change Jobs?](https://infiniumadvisors.com/wp-content/uploads/bad-job-mkt-588x588.jpg)
February 2024
Why Are U.S. Workers Struggling to Change Jobs?
In 2022, the term “The Great Resignation” gained significant attention as a large number of employees made the bold decision to quit their jobs and [...]
Read more Why Are U.S. Workers Struggling to Change Jobs?
![Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors](https://infiniumadvisors.com/wp-content/uploads/Young-Investors-588x588.jpg)
January 2024
Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors
The financial landscape is evolving, and so are the goals and preferences of young investors. According to a recent report by Cerulli Associates, it is evident [...]
Read more Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors
![Consider a Donor-Advised Fund (DAF) for Charitable Giving](https://infiniumadvisors.com/wp-content/uploads/DAF-588x588.jpg)
January 2024
Consider a Donor-Advised Fund (DAF) for Charitable Giving
If you’re looking for a simple, flexible, and tax-advantageous way to support your favorite charities or do some charitable giving, a donor-advised fund [...]
Read more Consider a Donor-Advised Fund (DAF) for Charitable Giving
![Considerations for Handling Large Tax Debt](https://infiniumadvisors.com/wp-content/uploads/Taxes-1-588x588.jpg)
January 2024
Considerations for Handling Large Tax Debt
In the wake of the global financial crisis, there has been a significant increase in the number of high-net-worth individuals facing challenges in meeting their [...]
Read more Considerations for Handling Large Tax Debt
Something went wrong, please try again later or contact the site administrator
Recent posts
-
Market Update June 2024: Sold Down the River
June 20, 2024 -
401(k) & IRA Alert: Max contributions rise in 2024
June 13, 2024 -
529 College Savings Plans: Better Than Ever in 2024
May 15, 2024 -
Market Update May 2024 | The Golden Oldies
May 1, 2024