Arizona offers several state tax credits for 2025, and we want to ensure everyone is aware of the opportunities available. Charitable Tax Credits: QCOs and QCFOs For tax year 2025: Qualified Charitable Organization (QCO): Up to $495 for single, head of household, or married filing separa …
Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, to learn more about why you might need to update your estate plan.
Bruce Eisenhauer- Financial Advisor When you hear someone mention their why, what comes to mind for you? Is it your purpose, your inspiration, the very thing that gets you up in the morning? Is it possible to have multiple whys? Do you have a why for work? For family? For hobbies? A why for …
U.S. nonfarm payrolls rose 559,000 last month (Figure 1). This is much better than last month’s 278,000, but much lower than March’s 785,000 gain. Workers are returning to the labor force more slowly than expected. Businesses are reporting challenges in finding workers. Leisure and hospital …
Savvy investors keep one eye on Wall Street and one eye on Washington. One of the main topics of Capitol Hill conversations is estate taxes, specifically annual and lifetime exemption amounts. Estate taxes often take aim specifically at the high net worth crowd, who have more to pass on.
U.S. home prices continued to march higher. As Figure 1 shows, they have surged 13.2%. The 20-city index has increased slightly more as cities just out of the top 10, such as Phoenix, San Diego, and Seattle have experienced very rapid price appreciation. The annualized gains are in line wit …
Watch this webinar hosted by Carson’s Director of Retirement Research Jamie Hopkins to learn more about upcoming legislation could impact your financial plan.
