Infinity Strategic Partners

This May for Mother’s Day we are honored to highlight Wendy Baum. Wendy is dedicated to empowering her clients with financial knowledge. She values Equitable Advisors for the work-life balance it offers, enabling her to manage her business while she raised two children.

I am privileged & grateful to be receiving this year’s Equitable Advisors Honor Associate award. This award is given to an advisor that is the “whole” person; they exhibit a servant-leader attitude in the company, in their branch, in the community, and with their families. Thank you to all those that I am able to serve alongside both at the office and in the community.

As a financial advisor, Wendy Baum is dedicated to helping retirees like Beth McCormack adapt to the challenges posed by climate change. By recommending strategic renting and practicing a move in disaster-prone areas before making a purchase, she aims to provide flexibility and financial security. Wendy's goal is to ensure her clients make informed decisions about insurance and healthcare, while exploring options in states like South Carolina, Florida, or California. For more on this topic from Wendy Baum, read the entire article here: https://www.barrons.com/articles/florida-retirees-climate-change-raises-costs-cc07c398?mod=googlenewsfeed&st=gjcY2a

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

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Congratulations Brad! We are so proud of you!!

Great insight and personal message from [email protected]:

https://www.linkedin.com/pulse/embracing-success-mindset-shift-brian-fisher-cdfa--r4osc/

Live For Today, Plan For Tomorrow Infinity Strategic Partners is a group of seasoned financial advisors who work with clients to balance current monetary needs with savings and planning strategies for the future. Infinity was founded in 2011 by the partners who shared a vision for helping people achieve their financial goals through...

Planning for long-term care can be a challenging conversation to have, yet necessary given the high costs for it. This article discusses how most Americans aren’t prepared to handle potential long-term care expenses, and how to help you ensure you’re covered without draining your financial resources. Let’s review the options.

Most Americans Are Unprepared for Long-Term Care Costs This is an IndustryDive article discussing how Americans are not prepared for long term care expenses and how it should be part of their retirement plan.

This year, Equitable has empowered 200 students to pursue higher education through the Equitable Foundation’s Equitable Excellence scholarship. Congratulations to this year’s winners – we wish you success as you begin your next chapters this month! To learn more about the Equitable Excellence Scholarship read our press release and contact me to talk about college planning for your family.

equitable-excellence-scholarship We are pleased to announce our 2023 Equitable Excellence ® Scholarship recipients.  Each year, Equitable Foundation reaffirms our focus to recognize students who do great things through courage, strength and wisdom in pursuing their ambitions.

What financial planning have you done so far?

Some may think they’re too young or don’t have enough money to work with a financial professional. But starting early with financial planning is a smart move, as it gives you more time to work towards your goals and can help you make the most of your money over the long term. Whether you're just starting your career, saving for a big purchase, or planning for retirement, a Credentialed Holistic Financial Coach can help you identify your goals, create a budget, and develop a plan for achieving the financial stability you desire.

Ladies, let's talk about financial awareness! It's time to take control of our finances and empower ourselves with the knowledge we need to make informed decisions. Financial awareness means knowing how to budget, invest, and save for our future. It means creating financial stability and independence. So, let's take control and make financial wellness a priority. Contact me and I can help you Elevate your Financial well-being

Proud to be part of the Equitable team! Just returned from our Diversity conference in Charlotte to focus on seeing each client through their lens. True planning starts with a strong understanding of each person’s story and dreams for the future. Thank you to our team at Headquarters for making diversity an important focus to our mission!