Insights

Spring is a natural time to clear out the clutter in your home- and it’s a great time to do the same with your money. A simple weekend is enough to make your finances more organized, secure, and easier to manage. 1. Close old, unused accounts Start by listing all your bank, credit card, and …

Many taxpayers learn hard lessons during filing season, but most of the pain can be avoided with a bit of planning before next year. As a financial advisor in Phoenix, I see a lot of the same mistakes repeated across many households, regardless of income level. The first common mistake is w …

It’s February, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is, often, “Everything.”  But that isn’t helpful, nor is it entirely true. And this year, thanks to the passage …

Are you ready to become wiser about your wealth? Learn about smart tax planning in A Proactive Approach to Tax Planning: Safeguarding and Growing Your Lifetime Wealth, now available for viewing. In this on-demand webinar, Carson’s Managing Partner and Chief Tax Strategist Debbie Taylo …

In today’s technology-driven world, artificial intelligence has made financial tools more powerful and accessible than ever. From budgeting apps to automated investment platforms, AI promises efficiency and convenience. But while algorithms can process vast amounts of data at a lightening s …

It’s that time of year again! W-2s, 1099s, and mortgage statements have begun to hit your mailbox: a daily reminder that it is, once again, Tax Season.  Overall, it was a relatively quiet year on the tax front, with one big (beautiful) exception: The One Big Beautiful Bill Act (OBBBA), whic …

Some couples desperately need a money reset. Others have already done the hard work and now enjoy the confidence that comes from being on the same page. If you’re in that second group, consider sharing this with your adult kids, grandkids, or younger friends who are just starting out togeth …

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

Your financial goals are constantly changing, but your financial plan isn’t always nimble enough to change with them. That’s why it’s important to keep a well-stocked account to use as an emergency or opportunity fund for your goals. Here’s a scenario where an opportunity fund could help me …

As a financial advisor, I am often asked by clients to help them navigate the challenges of high-interest debt. A couple of popular methods are the debt avalanche and the debt snowball methods. Each method offers its own advantages. They tend to cater to different priorities and personaliti …