Investments
When Should You Exercise Your Company Stock Options?
When Should You Exercise or Sell Your Company Stock Options? One of the most prolific questions we are asked here at Infinium when a client has stock options. [...]
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Big Tax Changes for Colorado 529 Plans in 2022
Until this year, the state of Colorado was one of the very few in the Union that allowed an unlimited state tax deduction for contributions to their sponsored 529 [...]
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2022: Retirement Plan Contribution Limit Changes
At least one thing is moving in the right direction for investors; late last year the IRS announced an increase in the employee retirement plan contribution limits [...]
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Adios 2021: The Year That Was
When you really step back and think about it, should we have expected anything different from 2021 than more unpredictability? Clearly, the answer is no. Although [...]
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2021: Year-End Considerations
As 2021 draws to a close, now is the time to tie up any loose ends and set yourself up for a successful 2022. Much of the suggestions in this post are just that; [...]
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How Does the CARES Act Affect the New RMD Rules?
The coronavirus brought about a lot of uncertainty, and even seasoned investors were impacted by the volatile stock market. Retirement investors, in particular, [...]
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NEW: Colorado’s Secure Savings Program Explained
Most government institutions have put in place a system that allows all employees in these institutions to save up some money from their salaries. Unfortunately, [...]
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5 Important Components of A Good Estate Plan
It’s safe to say that thinking about the ideas of disability or dying are not generally pleasant topics for anyone. However, as the old cliché goes, the only [...]
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The Market Doesn’t Always Bounce Back Quickly
When I started my career as a financial advisor back in the fall of 1999, little did I know that I was entering the business at the worst bear market since the [...]
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Market Observations: Inflation at the Gate
Over the past month or so, it seems every client we’ve spoken with asks about inflation and what are we doing about it in the portfolios. The jury is still [...]
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Recent posts
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Top Ways COVID Is Re-Inventing the Workplace
January 19, 2022 -
When Should You Exercise Your Company Stock Options?
January 11, 2022 -
Big Tax Changes for Colorado 529 Plans in 2022
January 7, 2022 -
2022: Retirement Plan Contribution Limit Changes
January 3, 2022 -
Adios 2021: The Year That Was
December 23, 2021 -
2021: Year-End Considerations
December 22, 2021
