Senior Executives
Why Are U.S. Workers Struggling to Change Jobs?
In 2022, the term “The Great Resignation” gained significant attention as a large number of employees made the bold decision to quit their jobs and [...]
Read more Why Are U.S. Workers Struggling to Change Jobs?
Consider a Donor-Advised Fund (DAF) for Charitable Giving
If you’re looking for a simple, flexible, and tax-advantageous way to support your favorite charities, a donor-advised fund (DAF) may be the perfect [...]
Read more Consider a Donor-Advised Fund (DAF) for Charitable Giving
Don’t Forget Your Healthcare Spending Accounts and Retirement Accounts When Changing Jobs
When embarking on a new job, it is crucial to plan ahead and ensure a smooth transition in managing your finances. One important aspect to consider is proactively [...]
Read more Don’t Forget Your Healthcare Spending Accounts and Retirement Accounts When Changing Jobs
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
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
Tips for Early Success in Your New Job
Undoubtedly, the experience of the first month in a new job is often nerve-wracking. There is so much happening around a new hire, and there are abbreviations to [...]
Read more Tips for Early Success in Your New Job
The Three Types of Stock Option Vesting Schedules
There’s a first time for everything. In the business world, many professionals have their first encounter with the stock market through company stock [...]
Read more The Three Types of Stock Option Vesting Schedules
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
Are You Ready for an IRS Audit?
The IRS has announced a new 10-year plan that will put increased scrutiny on wealthy taxpayers. After getting an $80 billion budget increase from last year’s [...]
Read more Are You Ready for an IRS Audit?
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?
Recent posts
-
The Song Remains the Same
February 14, 2024 -
Why Are U.S. Workers Struggling to Change Jobs?
February 7, 2024 -
-
Consider a Donor-Advised Fund (DAF) for Charitable Giving
January 24, 2024 -
Considerations for Handling Large Tax Debt
January 17, 2024 -
