Blog
Quick reads with lasting impact—stay ahead of the curve with useful tips, tactics, and tax-smart guidance from your Infinity Wealth Management advisors.
Your Dream (Budget Friendly) Summer Vacay
As the temps warm up, you’re probably looking forward to sandy beaches, adventures, relaxing poolside, or hugging family you may not have seen for years. After the couple of years we’ve had, you deserve a vacation! Now that traveling...
Read MoreThe Retirement Conversation Couples Keep Avoiding
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...
Read MoreWhat Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...
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Market Timing: Gotta Be Right Twice, Twice
Market timing requires a skill that’s almost impossible to master.An investor not only has to determine when stock prices have peaked (so you can sell), but also when they have bottomed (so you can buy).In recent weeks, many people...
Read MoreA simple way to get your estate plan organized
Getting your estate plan in place doesn't have to be complicated—but knowing where to start can feel overwhelming.That's why I'm sharing this simple, step-by-step checklist with you:📩 Download ChecklistIt walks you through the key...
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When Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
Read MoreHelping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...
Read MoreThree Numbers Every Woman Should Know
Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...
Read MoreTax Prep vs. Tax Strategy: The Difference Matters More Than You Think
Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...
Read More3 Smart Ways to Help Minimize Taxes on Retirement Withdrawals
Quick TakeawaysThe years between retirement and age 73 offer a valuable opportunity for tax planningRequired minimum distributions can create higher taxes later if not addressed earlyStrategic Roth conversions can add long-term...
Read MoreUnderstanding the Emotions Behind Financial Decisions
Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...
Read MoreAI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...
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Behind on OBBB Planning? Here’s Where to Start in 2026
If 2025 came and went without major changes to your financial plan, you’re not alone and you’re not behind.While the One Big Beautiful Bill (OBBB) did not overhaul the entire financial landscape, it did significantly adjust several...
Read More2025 in Review and What You Should Know
As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals.2025 was a year marked by...
Read MoreSALT Deduction: 2025 Tax Changes
What Is the SALT Deduction Cap and Why Does It Matter for Asheville Retirees? The One Big Beautiful Bill Act (OBBB) made one key update that could significantly benefit North Carolina homeowners: the State and Local Tax (SALT)...
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