Financial Planning
The Three Types of Stock Option Vesting Schedules
There’s a first time for everything. In the business world, many professionals have their first encounter with the stock market through company stock [...]
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What Should I Do with My 401(k) When I Change Jobs?
As of June 30, 2021, there were approximately 615,000 401(k) plans, with about 65 million participants and millions of former employees and retirees. This [...]
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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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Power of Attorney – Your Friend Indeed
One of the forgotten, yet highly important areas of optimizing your financial outcomes is to make sure you plan for infamous rainy day. To ensure that your wishes [...]
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Retirement Trends in 2023: Maximizing Your Company Retirement Plan
What is the Maximum 401(k), 403(b) or 457 Contribution in 2023? As the cost of living continues to rise, so does the need to save for retirement. Here at Infinium, [...]
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From Windfall to Financial Freedom: Strategies for Managing Your Inheritance
Inheritance 101: How to Manage Your Windfall Inheritance and windfall are two terms that refer to a sudden, unexpected influx of money. An inheritance is a sum of [...]
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Secure 2.0 Act: 4 Big Changes to Your Retirement Savings
In the final days of 2022, Congress passed the Secure 2.0 Act which made fundamental changes to how Americans save for and spend money in retirement. The reasons [...]
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How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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How to Manage A Stock Windfall
According to a recent report by Cerulli Associates, a vast transfer of wealth is poised to occur in the US over the next 25 years. Approximately $68 trillion will [...]
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10b5-1 Proposed Rule Changes: What You Need to Know
Numerous factors influence a company’s success or failure. However, none is as essential as leadership. That’s why a critical battle for organizations [...]
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Recent posts
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The Three Types of Stock Option Vesting Schedules
March 29, 2023 -
Tips for Early Success in Your New Job
March 29, 2023 -
What Should I Do with My 401(k) When I Change Jobs?
March 26, 2023 -
Stock Options & Your Employment Contract
March 21, 2023 -
Some Green on the Screen
March 11, 2023 -
Power of Attorney – Your Friend Indeed
March 4, 2023
