First things first, we’d like to thank all the veterans out there that have helped or currently help to keep our great nation free and safe. Thank you! This week, we will focus on the election and potential impacts of a second term for President Trump .
By Mark N. Petersen, CPA, CFP®, CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration …
Watch our on-demand webinar, “Your New Year’s Financial Planning Resolutions” with Carson Group’s Retirement Plan Advisor Chris Tooker and Senior Wealth Planner Mark Petersen.
The S&P 500 gained 8.9% in November for one of its best monthly returns ever. One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. Then a funny thing happened … stocks soared!
The market saw a huge rally in November. Why do we think it will continue through the end of 2023? Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they talk about the hard data behind the economy and stock market. Highlights …
By Matt Lewis, CLTC®, Vice President, Insurance In today’s world it’s fair to say that most reasonable people believe they are going to live a long life. And when you live a long life, it’s also fair to say that sooner or later, we’re going to need some form of care.
The transition from breadwinner to retiree can be challenging for many. How can you prepare to enter retirement smoothly?
