Each year it is important to review your plan to ensure you are taking advantage of all the tax breaks and incentives available to you. Annual inflation adjustments and new laws create opportunities to save for retirement or reduce your tax bill. To help you make the best decisions regardin …
The S&P 500 is down 10%, which officially puts stocks in a correction. Dig into what this means for investors with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: 22 out of the 44 last years have had a correction Nov …
Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …
By Matt Lewis, CLTC®, Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, le …
Stocks fell again last week, even as yields paused and overall earnings were solid. As of Thursday, the S&P 500 is down nearly 10% from its late-July peak. A decline of 10% or more would be classified as a correction. It’s important to know that 10% corrections occur most years. Since 1 …
The headlines over the last few years have been very, very negative when it comes to the stock market and overall U.S. economy. Based on the National Bureau of Economic Research’s (NBER) recession criteria, we aren’t close to having one. Join Carson Group’s Chief Market Strategist Ryan Detr …
By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts …
