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Tuesday, September 8, 2026

As retirement gets closer, the focus naturally begins to shift. For years it’s been looking at how much you’ve saved, but now the focus needs to be on how that money will support you over time. That’s where many of the most important...

Friday, August 28, 2026

It's a great time to shop for life insurance. You may be surprised at the money you'll save or the amount of coverage you can afford.

Friday, August 21, 2026

Now is the time to make a financial plan or review your existing one.

Thursday, August 20, 2026

2026 SENIOR DISCOUNTS YOU MAY NOT KNOW ABOUT That huge senior-discount list circulating on Facebook? Unfortunately, a lot of it is outdated. But there are still some very good discounts available in 2026 — and many people aren't using...

Wednesday, August 19, 2026

Scammers are constantly adapting their strategies to get access to your personal or financial information. As scam tactics become more detailed and frequent, it’s important to know how to spot these attacks. Here are some questions to...

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Wednesday, August 19, 2026

Please read through this information about an ongoing cybercrime called “pig butchering” that is affecting individual investors and their financial advisors. Please note: This email is purely informational and there is no immediate...

Saturday, May 30, 2026

A recent survey found that many retirees are increasingly focused on how health may affect their later years. About 75% reported some concern about declining health as they age. Within that group, 41% said the potential need for...

Thursday, April 2, 2026

Although the IRS started accepting tax returns on January 26, 2026, some “soon-to-be” filers may have lingering questions about how to identify the new Trump accounts on their federal tax return. Here’s a recap of what’s known about...

Thursday, March 12, 2026

Is the “lock in” breaking, or are homeowners going to double down on their low-cost mortgages?The most recent stats show that 20 percent of home borrowers now have mortgages with an interest rate over 6 percent, indicating they have...

Thursday, March 12, 2026

Whether you’re just starting out on your wealth-building journey or closing in on retirement, the tips below can help you remain on track toward your goals at every stage of life.1. Embrace the power of compoundingWhen it comes to...

Thursday, March 12, 2026

Although the IRS started accepting tax returns on January 26, 2026, some “soon-to-be” filers may have lingering questions about how to identify the new Trump accounts on their federal tax return. Here’s a recap of what’s known about...

Thursday, March 12, 2026

Medicare Supplement (Medigap) Plans vs Medicare Advantage Bottom line: Medicare Supplement (Medigap) paired with Original Medicare is usually the better fit for people who want broad provider access, predictable coverage, and are...

Tuesday, March 10, 2026

Tax Prep vs. Tax Strategy: The Difference Matters More Than You ThinkWe all know that April 15 is the end of tax preparation season and the annual deadline for completing and filing your return. As important as proper tax prep is, some...

Tuesday, February 24, 2026

Although the IRS started accepting tax returns on January 26, 2026, some “soon-to-be” filers may have lingering questions about how to identify the new Trump accounts on their federal tax return. Here’s a recap of what’s known about...

Monday, February 16, 2026

Stocks fell last week as investors reacted to mixed economic data and concerns over signs of broadening AI disruption of business models.The Standard & Poor’s 500 Index fell 1.39 percent, while the Nasdaq Composite Index declined 2.10...

Monday, February 9, 2026

5 Useful ideas to save on expenses and maximize retirement dollars

Friday, October 24, 2025

Think You Can’t Qualify for Life Insurance? Think Again. Many people delay applying for life insurance because they believe they won’t qualify. Maybe it’s weight, blood pressure, or a past medical condition. The truth: most people can...

Saturday, July 19, 2025

Preparing for a Satisfying Retirement Guide Prepare for a Satisfying Retirement: Download Your Guide Today! Are you ready to take charge of your retirement planning? At Infinity Financial Group, we understand that preparing for...

Tuesday, July 15, 2025

Here’s how the One Big Beautiful Bill Act changes how tips are taxed—plain and simple: 💰 What’s new? Starting with tax year 2025 (filing in 2026), the law allows workers to deduct up to $25,000 of tip income (cash tips only) from...

Monday, July 14, 2025

Here’s how the One Big Beautiful Bill Act (OBBBA) affects Social Security taxation for seniors, explained in straightforward terms: 🧾 What it does — a "senior bonus" deduction, not a direct exemption The law does not change how Social...

Friday, April 11, 2025

The Importance of Professional Management for Retirement Portfolios During Volatility In today's uncertain economic climate, managing retirement savings has become more challenging than ever. Volatility in the financial markets can...

Tuesday, April 1, 2025

For 2025, the IRS has adjusted the contribution limits for qualified retirement plans. Here are the key details: 401(k) Plans: The contribution limit for 401(k) plans has been increased to $21,000. This limit applies to both...

Tuesday, October 1, 2024

Unlocking Retirement Benefits for Your Business: The Power of the SECURE Act As a business owner, you wear many hats—from managing operations to nurturing client relationships. But have you considered the impact that establishing a...

Wednesday, September 18, 2024

Active management over time outperforms passive and "do it yourself" portfolios. Check out our blog on the subject and feel free to contact us for a complimentary consultation.

Tuesday, December 19, 2023

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement...

Monday, November 13, 2023

Caring for aging parents can be both rewarding and challenging. Here are some tips to help you navigate this important phase of life: Open Communication: Foster open and honest communication with your parents about their wishes for...

Wednesday, October 11, 2023

I am always amused when folks ask questions like, "what is the best investment right now?" or "where should I put my money to get to retirement quicker?" These questions are often followed by the ever popular, "what are your fees?" or...

Thursday, September 7, 2023

In my nearly thirty years of working with consumers on their retirement plans, we have used traditional long term care policies to ensure against depleting assets, to provide choices and retain dignity in the later years. Though the...

Monday, August 28, 2023

Unlocking Benefits for Business Owners: A Guide to Secure Act 2.0 Introduction: Planning for retirement is a crucial aspect of every business owner's financial journey. With the introduction of the Secure Act 2.0, there are new...

Friday, August 18, 2023

How much does Long-Term Care cost? Good question! Here is a tool that we use to estimate the costs. Have a look!

Friday, August 18, 2023

What are asset based long-term care plans?

Friday, August 18, 2023

Exploring the Diverse Landscape of Life Insurance: A Guide to Types and Considerations Life insurance plays a vital role in securing your financial future and providing peace of mind for your loved ones. With a wide range of options...

Thursday, August 17, 2023

Retirement is a time to relax and enjoy the fruits of your labor, but it is also a time to be prepared for potential challenges. One crucial aspect often overlooked is planning for long-term care expenses. Unless one has had a relative...

Thursday, August 17, 2023

This is a brief explanation of how traditional Long-Term Care Insurance policies work. For and in-depth conversation about your individual needs, please contact us for a complimentary consultation.

Thursday, August 17, 2023

Imagine you have two needs: taking care of your health and ensuring your family's financial security. Linked benefit life/long term care policies are a way to address both of these needs with a single insurance plan.

Thursday, August 17, 2023

Indemnity vs Reimbursement policies. What are the key differences and which is right for me?

Thursday, August 17, 2023

Cost of living/Inflation riders in Long-Term Care Insurance policies explaind.