Investments
Creating a Paycheck in Retirement: Stream Income, Not Shows
In our experience, even clients who clearly have enough assets to support their lifestyle still worry about running out of money (Income). It’s a natural, [...]
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The Ultimate Guide to Long-Term Care Insurance
Up until the COVID Crisis of 2020, the world had seen a relatively calm and peaceful existence for the better part of a decade. The last period of uncertainty was [...]
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How Many Retirement Accounts Do You Have?
Did you know that most people have several retirement accounts that they are unaware of? Many professionals retire without their full savings amount because these [...]
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3/22 – Monthly Commentary | Hope in a Bleak Landscape
War Breaks Out As you can imagine, we are fielding a lot of questions lately about the state of the world and how the markets are reacting. Let’s cut to the [...]
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The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 1/2}
The US Federal Reserve and Interest Rates: Saving the American Economy Since 1913 The Federal Reserve has dug the American economy out of some of the greatest ruts [...]
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The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}
1. Market Perception for the Reserve Investors are always looking at the Fed for guidance when making investment decisions. This places such an influence over [...]
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Is it Time to Do a Roth IRA Conversion?
One of the most frequently asked questions we get here at Infinium is, “Should I do a Roth Conversion?” Today, it’s easier than ever to educate [...]
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Markets and War
Conflict and finance have always had a close relationship. Apart from the effects of economic warfare and increased spending, there is a lot of uncertainty in the [...]
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2/22 – Monthly Commentary | Taming of the Bull
Welcome to the new world of 2022. It was just a month ago when we peered ahead into this year and speculated that Q1 would be a difficult one for the markets. [...]
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CO 529 Big Tax Changes for Plans in 2022
Until this year, the state of Colorado was one of the very few in the Union that allowed an unlimited state tax deduction for contributions to their sponsored CO [...]
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Recent posts
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Market Update October 2024: Shine On
October 1, 2024 -
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September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
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60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
