Financial Planning
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
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 American savings for spending money in retirement. The reasons for [...]
Read more Secure 2.0 Act: 4 Big Changes to Your Retirement Savings
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 [...]
Read more I Just Changed Jobs – What are my Employer Healthcare Options?
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 [...]
Read more How to Manage A Stock Windfall
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 [...]
Read more 10b5-1 Proposed Rule Changes: What You Need to Know
1970s Inflation: Why Inflation Today is Nothing Like the 1970s
Inflation remains one of the very hottest topics today in the world of investing. It seems no review we are doing today is without some discussion of inflation and [...]
Read more 1970s Inflation: Why Inflation Today is Nothing Like the 1970s
Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Every now and then, in the far reaches of the retirement savings world, there is an oddball angle that can really make a positive difference in investors’ [...]
Read more Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Recent posts
-
May 2025 Market Update: Looking for a Winner
May 11, 2025 -
Is Social Security Solvent?
April 17, 2025 -
April 2025 Market Update: High and Dry
April 9, 2025 -
2025 Year Ahead Outlook: Built to Last
February 7, 2025 -
How to Access Your IRA Without Penalty Before Age 59 ½
February 7, 2025 -
Trump Tariffs Explained
January 29, 2025
