Understanding Your Employee Benefits

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 …

Let’s be honest: debt is like that one guest who shows up at your party, eats all the snacks, and never leaves. You didn’t invite them to stay forever, but here they are—camped out on your couch, binge-watching your financial freedom. The good news? You can kick them out. The question is: h …

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.