Insights

October is here. As the year draws to a close, it’s crucial to review your tax situation and take advantage of any tax and estate planning strategies that may apply to your situation. Looking for options that could help you minimize your tax burden and maximize your wealth over the long ter …

October is here. As the year draws to a close, it’s crucial to review your tax situation and take advantage of any tax and estate planning strategies that may apply to your situation. Looking for options that could help you minimize your tax burden and maximize your wealth over the long ter …

For many people, retirement brings many advantages—more free time, fewer responsibilities, and more time for family and hobbies. Unfortunately, taxes can remain a constant burden even after you’ve left the workforce. Working with your financial advisor to develop a strong retirement plan ca …

A financial advisor plays a central role in helping individuals and families make informed, confident decisions about their financial future. While many people associate advisors with investments, the true value of a financial advisor extends far beyond managing a portfolio. At its core, fi …

From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.

401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …

Building a business that’s truly valuable takes more than hard work and good timing. It’s about creating something that can thrive, adapt, and grow—with or without you at the helm.  Whether you’re planning for a future sale or succession or simply want to build long-term value, it’s importa …

The topic of Medicare can raise a lot of questions for many people. One of the most common questions I receive revolves around when you should sign up for Medicare, and that’s understandable. After all, you can’t simply sign up anytime you want, and the timing of your enrollment window can …

Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is important to help ensure that you have the coverage you need in retirement. Whether you’re enrolling for the first time or considering a change, …

The Social Security Trustees released their 2026 annual report earlier this summer, and one number stands out: the Old-Age and Survivors Insurance (OASI) Trust Fund—the fund that pays retirement and survivor benefits—is now projected to be depleted in the fourth quarter of 2032. That is one …

Life changes. Tax laws change. Your estate plan should evolve with them. It can be easy to assume that estate planning is simply about creating a will, but an effective estate plan can also help protect your loved ones, preserve more of your wealth, prepare for unexpected circumstances, and …

When estate planning for a family’s legacy, keep it simple. When people hear the term “estate planning,” they often think it is only for the wealthy or something to deal with later in life. Estate planning is simply about making sure your wishes are honored and your family is taken care of, …

When you’re building an estate plan, it’s natural to assume your living trust should be the beneficiary of everything—including your IRAs. After all, trusts can be great tools for controlling how your assets are managed, helping protect beneficiaries, and assisting in keeping your estate ou …

Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes.  This webinar is d …

Financial freedom is more than just a buzzword—it is the ability to live life on your own terms, free from constant financial stress. If you dream of an early retirement, world travel, or simply want confidence about your future, pursuing financial freedom is possible with the right mindset …

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

In this week’s Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, flies solo while Sonu Varghese, Chief Macro Strategist, handles a family emergency, and makes the case that the calendar is your friend heading into the final months of a midterm year. With the S&am …

The bears had their shot last week, as Treasury yields soared—and at a bad time, too, as the third week of September is historically one of the worst weeks of the year. Unfortunately for the bears (and fortunately for the rest of us), they couldn’t just make headway. Yields may have moved t …

The S&P 500 slipped 0.5% last Wednesday after the Fed hiked interest rates for the first time in three years, but a late-week bounce left the index essentially flat for the week, down less than 0.1%. The Fed moved its benchmark interest rate up 0.25% (25 basis points) to a target range …