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What Documents You Should Provide to Your Tax Preparer

Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, 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, “ …

Saving for Your Child’s Future: College Funds, Trusts, and Investments

Raising a child brings many joys, but the cost of doing so has only risen in recent years. According to the U.S. Department of Agriculture, a child born to a middle-income family in 2015 cost approximately $12,980 to $13,900 annually. In 2022, that same child cost $16,007 to $17,141. [1]

8 Financial Goals and Milestones to Work Towards Achieving in Your Life

Having milestones and goals to work towards are important for everyone to have. They give us a sense of drive and satisfaction when we finally achieve that goal. Financially, people oftentimes strive for financial independence or security. We’ve listed below eight common financial goals to …

Facts Vs Feelings Take 5 – Hot and Cold

Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they share the hot and cold sides of the markets and economy. Highlights include:   The stock market and economy are still going strong while inflation continues to fall  Geopolitical c …

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the …

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