Call 877-281-8282 or email kevin@infinitewealthadvisors.com to speak with an advisor.
Our Blog
Keeping Your Informed with Financial News and Tips
Receiving an unexpected financial boost—whether from a raise, tax refund, inheritance, bonus, or other surprise funds—can feel like a great opportunity to indulge. While treating yourself is important, making smart financial choices with these extra funds can create lasting benefits for your future. 1. Reduce High-Interest Debt If you carry…
Parents and grandparents often face a challenging financial question: How can you help fund a loved one’s college education without jeopardizing your retirement savings? Both goals are important, but balancing them requires a thoughtful approach to ensure neither is compromised. The following strategies can help you navigate this financial balancing…
When it comes to building wealth, taxes play a critical role in determining how much of your investment returns you get to keep. A tax-efficient investment strategy helps you minimize tax liability while maximizing growth, ensuring that more of your money works for you. 1. Utilize Tax-Advantaged Accounts Take full…
As the New Year approaches, it’s the perfect time to reflect on your financial health and set goals to improve your financial future. Small, consistent changes can lead to significant progress, and a few smart resolutions at the beginning of 2025 can set you on the path to greater financial…
Have questions? Need assistance?
Use the form below to schedule an appointment.