Insights

During your working years, retirement can feel like a distant, far-off time in your life that you hope to get to someday. And though you may think of it simply as the point when you stop working, it’s a major life transition that shifts how you spend your time, how you define your purpose, …

Do you ever stop to consider if you’re getting the best financial advice? Are you receiving advice focused on solving your known—and unknown—problems? Are you on the road to living your fullest life?  For many individuals and families, the answer is unclear.  That’s because financial guidan …

Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes.  This webinar is d …

It’s February, 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, “Everything.”  But that isn’t helpful, nor is it entirely true. And this year, thanks to the passage …

From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.

401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …

Building a business that’s truly valuable takes more than hard work and good timing. It’s about creating something that can thrive, adapt, and grow—with or without you at the helm.  Whether you’re planning for a future sale or succession or simply want to build long-term value, it’s importa …

During your working years, retirement can feel like a distant, far-off time in your life that you hope to get to someday. And though you may think of it simply as the point when you stop working, it’s a major life transition that shifts how you spend your time, how you define your purpose, …

Wondering if the time is right to clock out once and for all? While the idea can seem tempting, we believe you don’t want to be hasty.   Take our quick quiz to help you determine whether you’re adequately prepared to retire early—or if you may need to keep working a bit longer.  …

Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. But there’s no exact science for figuring out exactly how much money you’ll need to ac …

You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and considering whether to transfer some of those assets to the next generation. The question then becomes  …

While it can be easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways. Without the proper planning, your heirs coul …

A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …

Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes.  This webinar is d …

Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your …

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

We might sound like a broken record, but stocks gained again last week as the bull market rolls on. The Dow joined the party, as it climbed back above 50,000 and finally closed at a new high, joining the S&P 500, Nasdaq, and small-cap Russell 2000, which all have already been making new …

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most overlooked stories in today’s market: bond yields are rising sharply, and every investor with a portfolio …

The rally continued last week, with the S&P 500 now up seven weeks in a row for the first time since late 2023. Yes, we remain quite optimistic about the remainder of this year, but we also need to be realistic about near-term expectations, as the stock market has had a historic move of …