Are Annuities Bad? Annuities are a common tool used in retirement planning. Yet sometimes they are not considered or avoided because of poor understanding. In this episode we discuss the topic of Annuities, what they are,  and cover some c...

This episode we discuss the topic of 529 accounts and saving for college. 529 accounts can raise a lot of questions on how they work. We attempt to clarify some of the common questions we get asked as advisors especially from paren...

This episode we discuss the topic of major financial trends in 2020 featuring Brian Marois an Infinex financial advisor with Ion Investments. We introduce Brian, review some financial positives from 2020, and ask you to think about your 2021 fi...

This episode we discuss the topic of “Women and Money” featuring Donna Williams an Infinex financial advisor with Ion Investments. We review some of the top challenges women face and review some of the things you can do to take better control o...

Concerned on how the presidential results will impact your financial plan? Listen to our perspective in this special commentary.  Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Ad...