Facts Vs Feelings Take 5 – Will the Bull Come Back When September Ends
Good riddance to August and September (at least, investing-wise). Will the bull come back when September ends? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss the latest news in markets and investing. Highlights include: • What could …
Ten Things to Know About a Government Shutdown
By Ryan Detrick, Chief Market Strategist, Carson Group “I don’t make jokes. I just watch the government and report the facts.” -Will Rogers As you’ve probably heard by now, the government is on the brink of shutting down unless Congress connects on a Hail Mary to pass a dozen spending bills …
Life Insurance for Business and Estate Planning
By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.
Your Money
MoreLife Goals: Understanding Life Insurance and How it Fits in Your Finances
Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand.
7 Economic Myths Busted
By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …
Which Type of Life Insurance is Right for Me?
With so many different types of life insurance, finding the most suitable policy takes careful consideration. We’ll help you find the best possible solution, but before you meet with an advisor, having a basic understanding of the different types of life insurance can help.
2023 Calendar: Key Tasks & Financial Dates
Tackle 2023 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.
Your Business
MoreLife Insurance for Business and Estate Planning
By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.
Building Your Ideal Business Succession Plan
By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …
5 Common Business Exit Planning Mistakes (and How to Avoid Them)
By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
Your Retirement
More10 Questions to Ask When Relocating in Retirement
Did you know that 40% of workers today plan to move to a different city or region after they retire? This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like.
5 Common Retirement Planning Mistakes
Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.
Your Retirement Income Plan
Having a retirement income plan in place can help you approach retirement with confidence. Learn more in our informative webinar, Your Retirement Income Plan, with Carson Group’s Senior Wealth Planner Tom Fridrich and Retirement Plan Advisor Chris Tooker, now available on-demand.
7 Important Retirement Savings Topics for 2023
See the topics that are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you.
Your Legacy
MoreLife Insurance for Business and Estate Planning
By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.
Life Goals: Understanding Life Insurance and How it Fits in Your Finances
Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand.
Exit Strategies for Business Owners
Watch our webinar, “Exit Strategies for Business Owners” with Carson Group’s Director, Wealth Planning Kimberly Flynn and Mark Petersen, Vice President of Affluent Wealth Planning, now available on-demand.
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
Your Freedom
More7 Economic Myths Busted
By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …
Flying in Style: Modern Airline Rewards
We recently passed the 40th anniversary of frequent flyer programs as we know them. These programs started really simply, but forever changed the way we travel. Essentially, the more you flew, the more points you earned, the more free flights you received.
Riches to Rags: Poor Money Choices of 5 Celebs
An increase in assets doesn’t come with an increase in financial acumen. Financial Literacy Month is a great time for us all to expand our knowledge. It’s also a great time to raise awareness of the many scams, frauds, or predatory lending practices that affect too many families every year. …
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
Market & Investments
MoreFacts Vs Feelings Take 5 – Will the Bull Come Back When September Ends
Good riddance to August and September (at least, investing-wise). Will the bull come back when September ends? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss the latest news in markets and investing. Highlights include: • What could …
Ten Things to Know About a Government Shutdown
By Ryan Detrick, Chief Market Strategist, Carson Group “I don’t make jokes. I just watch the government and report the facts.” -Will Rogers As you’ve probably heard by now, the government is on the brink of shutting down unless Congress connects on a Hail Mary to pass a dozen spending bills …
Market Commentary: Weak Markets in September Are Not Unusual
The September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been discussing the potential for August and September volatility for a while now. It’s important to rem …
2023 Market Outlook Report
Just because 2022 was a poor year for stocks and bonds doesn’t mean the same will be true for 2023. See why the Carson Research team believes there are reasons to be optimistic in 2023.
Valorem Insights
MoreKeeping Your Financial Accounts Cyber Secure
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But you don’t have to feel helpless against the threat of hackers. …
In the News
MoreCOVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Emerging Financially Healthy After a Gray Divorce
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
3 Roth Conversion Traps To Avoid After The SECURE Act
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.