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.
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...
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Understanding 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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