Financial Planning
Optimizing Your Social Security
With the looming threat of Social Security benefits being cut by 27% in a decade, it is now more important than ever to ensure you maximize your Social Security [...]
Read more Optimizing Your Social Security
College Costs Keep Rising
As college costs continue to rise, parents are feeling the financial squeeze as they try to pay down their own debt while simultaneously saving for their [...]
Read more College Costs Keep Rising
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 [...]
Read more What is a Private Foundation?
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 [...]
Read more How to Save Taxes with the Net Unrealized Appreciation Strategy
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 [...]
Read more Financial Considerations When Changing Jobs
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 [...]
Read more What Should I Do with My 401(k) When I Change Jobs?
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. [...]
Read more When Should I Exercise My Company Stock Options?
(POA) 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 [...]
Read more (POA) Power of Attorney – Your Friend Indeed
Retirement Trends in 2023: Maximizing Plan
What is the Maximum 401(k), 403(b) or 457 (retirement) Contribution in 2023? As the cost of living continues to rise, so does the need to save for retirement. Here [...]
Read more Retirement Trends in 2023: Maximizing Plan
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 [...]
Read more From Windfall to Financial Freedom: Strategies for Managing Your Inheritance
Recent posts
-
Market Update October 2024: Shine On
October 1, 2024 -
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
September 27, 2024 -
Consumer Confidence Falls Most In Three Years On Labor Views
September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
September 13, 2024 -
60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
