Financial Planning

June 2023
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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March 2023
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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March 2023
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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March 2023
(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 [...]
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February 2023
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 [...]
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February 2023
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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February 2023
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 [...]
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February 2023
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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November 2022
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 [...]
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September 2022
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 [...]
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