Blog
How Does a Trump Account Work?
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...
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Are People Leaving Low-Cost Mortgages?
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...
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Financial Watch | March 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...
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How Does a Trump Account Work?
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...
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Medigap vs Medicare Advantage
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...
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Tax Prep vs. Tax Strategy: The Difference Matters More Than You Think
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...
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How Does a Trump Account Work?
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...
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Weekly Market Insights | AI Impact Concerns Grow on Wall Street
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...
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Retire Wise | February 2026
5 Useful ideas to save on expenses and maximize retirement dollars
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Think You Can’t Qualify for Life Insurance? Think Again.
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...
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Preparing for a Satisfying Retirement
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...
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One Big Beautiful Bill Act: Tax on Tips
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...
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How does the One Big Beautiful Bill affect Social Security taxation for seniors?
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...
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Importance of Professional Management
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...
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2025 Retirement Plan Contribution Limits
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...
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Secure Act
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...
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Active Management
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.
Read MoreNew Retirement Contribution Limits for 2024
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...
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Caring for Aging Parents
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...
Read MoreInvesting with a plan-the common sense solution to retirement planning
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...
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Traditional Long Term Care Insurance Premium Increases Explained
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...
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Secure Act 1
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...
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How much does Long-Term Care cost?
How much does Long-Term Care cost? Good question! Here is a tool that we use to estimate the costs. Have a look!
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What are Asset Based/Hybrid Long-Term Care Plans
What are asset based long-term care plans?
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Life Insurance Explained
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...
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Guide to Long-Term Care Planning in Retirement
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...
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Traditional Long-Term Care Insurance Policies
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.
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Linked Benefits Life/Long-Term Care Insurance Policies
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.
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Indemnity vs Reimbursement?
Indemnity vs Reimbursement policies. What are the key differences and which is right for me?
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Cost of Living/Inflation Rider Options in Long-Term Care Policies
Cost of living/Inflation riders in Long-Term Care Insurance policies explaind.
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