Financial Planning

November 2023
Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded [...]
Read more Understanding Changes in Medicare for 2024 – Telehealth & Cost

October 2023
The New Rules Minimum Distributions from Retirement Accounts
RMD (Retirement) Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement [...]
Read more The New Rules Minimum Distributions from Retirement Accounts

October 2023
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 [...]
Read more Stock Options & Your Employment Contract

September 2023
Boosting Your 401(k) Contributions Can Now Benefit College Aid
The landscape of college financial aid is constantly evolving, and thanks to new federal rules, there’s a promising opportunity for parents to boost their [...]
Read more Boosting Your 401(k) Contributions Can Now Benefit College Aid

September 2023
Senior Executives: An Intro to 10b5-1 Plans
Are you a corporate senior executive with too much publicly traded company stock? If so, you are not alone. At Infinium Investment Advisors, often times we find [...]
Read more Senior Executives: An Intro to 10b5-1 Plans

July 2023
The Three Types of Stock Option Vesting Schedules
There’s a first time for everything regarding vesting schedules. In the business world, many professionals have their first encounter with the stock market [...]
Read more The Three Types of Stock Option Vesting Schedules

July 2023
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

July 2023
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

June 2023
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?

June 2023
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
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