Insights

I’m not one to usually worry about government debt, but I believe we have a problem, folks. Inflation is elevated and AI needs a ton of capital to finance its buildout, both of which would normally raise the cost of capital, i.e. interest rates. But on top of that, we’re running unprecedent …

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 …

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones have help with finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs?  This resource will help …

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 …

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, …

For more than 40  years, I’ve sat across the table from clients and said the same thing: “Don’t just retire ‘from’ something. Make sure you have something to retire ‘to.’” Then May arrived, I stepped into partial retirement, and I discovered how easy it is to give th …

Determining what age to begin claiming your Social Security benefit is a big decision. Do you claim early at age 62? Take it at your full retirement age? Delay until you’re 70 years old? Or any age in between?  There are a wide variety of factors that can go into your final decision, and we …

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.

I’m not one to usually worry about government debt, but I believe we have a problem, folks. Inflation is elevated and AI needs a ton of capital to finance its buildout, both of which would normally raise the cost of capital, i.e. interest rates. But on top of that, we’re running unprecedent …

In this week’s The Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle the question everyone’s asking with oil near $100+ a barrel and turmoil in the Middle East: why aren’t we paying $10 at the pum …

Stocks fell again last week as some early September weakness played out, though not before a nice bounce on Friday to end the week. It was a news-heavy week across the board. Speaking of Friday, it was a somber day, as we mourned the nearly 3,000 people lost 25 years ago on 9/11. Never forg …