Financial Planning
What is a Private Foundation?
Private foundations (PF) are a type of nonprofit organization that requires careful consideration when it comes to taxes. Navigating the tax rules associated with [...]
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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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Financial Considerations When Changing Jobs
When you change jobs, there are a number of important financial points to consider. It’s natural to focus on your salary and whether it’s higher or [...]
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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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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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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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I Just Changed Jobs – What are my Employer Healthcare Options?
When changing jobs, one of the most important considerations in the benefits package is the healthcare options available to you and your family. As comprehensive [...]
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