Broker Check
Infinity Wealth Management Inc. Home
  • Home
  • About 
    • Our Team
    • Our Mission
    • Our Process
  • Services 
    • Financial Planning
    • Tax Management
    • Asset Management
    • Legacy Planning
    • Protection Planning
    • Tax Prep And Planning
  • Resources 
    • Blogs
    • Webinars
  • Tax Portal
  • Contact Us

Retirement Insights for Fall 2026

News and information for current and future retirees.

Love yourself first and everything else falls into line. You really have to love yourself to get anything done in this world.

-Lucille Ball

Estate Considerations for Blended Families

A large, diverse group of happy friends and family members of all ages laughing and hugging outdoors.

Did you know that 42 percent of people report having at least one step-relative? That means blended-family estate issues can be far more common and complex than many realize.1

An infographic comparing a Simple Will to Blended Family Risk, showing how assets might be distributed or children excluded.

While traditional trusts are a solid starting point, they can have limitations. An estate professional can offer some guidance and insights into intricate rules. Depending on the situation, a financial professional and a tax, legal, or accounting professional may also need to be involved.

The good news: no matter how complex your family situation, there are ways to create a well-structured estate strategy.

This material is for informational purposes only and does not constitute legal, tax, or financial advice. Estate strategies, including the use of trusts and wills, involve complex legal and tax considerations and applicable state and federal laws.

A close-up of a person pouring fresh, clear water from a glass pitcher into a drinking glass on a wooden table.

Health Tip

When Facing Intense Heat, Adjust How You Drink and Eat

Consider altering your food and fluid intake when it gets hot. The American Red Cross advises you to eat frequent, small meals rather than large ones under such conditions. Your fluid intake should be steady throughout the day, and it is best to avoid alcohol or caffeinated drinks.

Cultivating a Positive Mindset: Strategies for Happiness and Fulfillment

A smiling woman looks upward with a positive expression against a backdrop of leafy green trees and a clear sky.

It's not always easy to cultivate a positive mindset. If it were, we'd live in a very different world. However, you can take steps and develop practices that counteract the ordinary negative thinking that can plague us all. Happiness isn't found in wealth, status, or the perfect relationship, as these things only provide a short-lived boost before we return to our emotional baseline, basically wherever our head is in that given moment. If things are stressful or you're facing a bunch of unpleasant stuff, you might not find yourself in a naturally positive frame of mind! More like Grumpytown, Population: You!

The good news is that a person's choices can shape their happiness. To cultivate more of it, try gearing your thoughts toward positivity through gratitude practices like journaling or writing thank-you letters. You can also invest more time and energy in your close relationships, since strong social bonds are among the biggest predictors of lasting happiness. Another path is to practice mindfulness and savor the present moment rather than dwell on regret or worry. Comfort and meaning can be found in helping others and leaning into your natural strengths. It's also vital to take care of your physical health through regular exercise and quality sleep. Small, deliberate shifts in mindset and behavior, not lucky circumstances, can move the needle most, so think about how you can incorporate some of these practices into your day-to-day life.2

A scenic evening view of the St. Paul, Minnesota skyline reflecting on the calm waters of the Mississippi River.

Did You Know?

Every Mile of the Mighty Mississippi Once Froze Over

For a spell in 1899, America’s most famous river froze from its headwaters in Minnesota to the Gulf of Mexico. A 2-inch ice sheet covered the waterway in New Orleans, lessening to 1-inch at the river’s mouth.3

The four Artemis II astronauts in bright orange spacesuits wave and smile while walking outside the Kennedy Space Center.
Artemis II astronauts Jeremy Hansen, Victor Glover, Reid Wiseman, and Christina Koch departed for Launch Complex 39B at Kennedy Space Center. The crew boarded the SLS rocket for their historic 10-day mission around the Moon. Photo Credit: (NASA/John Kraus).

On the Bright Side

Artemis II Astronauts Offered Heartwarming Tribute

The crew of NASA's Artemis II mission, astronauts Reid Wiseman, Victor Glover, Christina Hammock Koch, and Jeremy Hansen, launched aboard the Orion capsule Integrity on April 1 for a 10-day lunar orbit mission, venturing farther from Earth than any humans before them. In a video shared on April 6, Hansen described spotting unnamed craters on the lunar surface and announced two naming proposals: one for a far-side crater to be called Integrity after their spacecraft, and a second for a crater near the boundary of the near and far sides, occasionally visible from Earth, to honor Carroll, Reid Wiseman's late wife.4

Brain Teaser

What five-letter English word does not change its pronunciation when you take the final four letters away?

Queue.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.

1. EsmeKeffe.com, January 11, 2026

2. HelpGuide.com, February 23, 2026

3. WCNC.com, April 7, 2026

4. Today.com, April 6, 2026


Contact

Office: 828-681-8574

3400 Sweeten Creek Road

Suite A

Arden, NC 28704

importantinfo@infinitywealthmanagementinc.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Prosperity Capital Advisors ("PCA") is an SEC-registered investment adviser headquartered in Ohio. PCA and its representatives comply with registration requirements in all states where they conduct business or are exempt from registration. Direct communication with prospective clients will be made only by representatives who are properly registered or exempt in their state of residence. Registration does not imply a certain level of skill or training.

Infinity Wealth Management, Inc. and PCA are separate, unaffiliated entities. PCA does not provide tax or legal advice. Insurance, tax, or other services offered through Infinity Wealth Management, Inc. are not affiliated with PCA.

Information on this website is for informational purposes only and should not be construed as investment advice. Some content may be provided by third parties and does not necessarily reflect the views of PCA. PCA is not responsible for, nor does it endorse, content on third-party websites linked here.

To verify PCA’s registration status, visit the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. For additional details about PCA’s services and fees, refer to our Form ADV, available upon request or at www.prosperitycapitaladvisors.com. Please review our Client Relationship Summary (Form CRS), Form ADV Part 2A, Privacy Notice, and your advisor’s ADV Part 2B for more information before investing. For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.

Catherine Reid is a registered representative of Innovation Partners LLC. Services offered through Innovation Partners LLC. Member FINRA/SIPC Address: 5950 Fairview Road, Suite 140 Charlotte, NC 28210 Phone: 704-708-5461 Innovation Partners LLC. is not affiliated with Infinity Wealth Management, Inc., nor Prosperity Capital Advisors.