Financial Planning
Tax Time 2022: All the Changes You Need to Know
Change in the Air: Higher Taxes There’s no mistaking that the world has gone through monumental changes in the past 2 years since the COVID-19 Crisis [...]
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Creating a Paycheck in Retirement: Stream Cash, Not Shows
In our experience, even clients who clearly have enough assets to support their lifestyle still worry about running out of money. It’s a natural, human [...]
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The Ultimate Guide to Long-Term Care Insurance
Up until the COVID Crisis of 2020, the world had seen a relatively calm and peaceful existence for the better part of a decade. The last period of uncertainty was [...]
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How Many Retirement Accounts Do You Have?
Did you know that most people have several retirement accounts that they are unaware of? Many professionals retire without their full savings amount because these [...]
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Is it Time to Do a Roth IRA Conversion?
One of the most frequently asked questions we get here at Infinium is, “Should I do a Roth Conversion?” Today, it’s easier than ever to educate [...]
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When Should I Exercise My 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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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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A Comprehensive Pre-Retirement Checklist
Let’s face it – for many people the term ‘retirement’ doesn’t have the same meaning today as it once did years ago. Wind the clocks [...]
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Recent posts
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Market Update: The Great Unwinding Road Ahead
June 24, 2022 -
Infinium is Growing: Welcome Aboard Amy Warneke!
April 24, 2022 -
Tax Time 2022: All the Changes You Need to Know
April 15, 2022 -
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Creating a Paycheck in Retirement: Stream Cash, Not Shows
March 31, 2022 -
The Ultimate Guide to Long-Term Care Insurance
March 24, 2022
