Insights

Over the last year, we experienced an economic recovery from an ongoing global pandemic, new and pending legislation that affected taxes and retirement planning, and more. So as you prepare to file your taxes, don’t just pack a folder with receipts and important documents. Consider th …

Change happens. And whether we carefully plan for these changes, or we are taken by surprise by change, it’s how we react to those changes that help dictate if they will ultimately be to our advantage. Whether it’s a sudden inheritance, or a divorce settlement that is higher tha …

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

It’s not too late to make some adjustments and finish this year fiscally strong. Find out how in our on-demand webinar Keys to Finishing the Year Financially Strong with Carson Group’s Senior Wealth Planners Tom Fridrich and Kevin Oleszewski.

Have questions about how to incorporate your employee benefits into your financial plan? Talk to your financial advisor today or request an initial meeting with one of our highly qualified fiduciary advisors. Download the checklist today to get started.  

Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones won’t have to worry about 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 re …

Women face unique challenges when it comes to investing, but they also have ample opportunities to succeed as investors. Learn what you need to know to get started with investing and understand what makes women especially suitable to be strong investors. Download the checklist today to get …

By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report.    Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research  We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments.  I could say “Tammy, a CLU an …