Could You Benefit from a Financial Advisor? 20 Key Questions
One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …
Facts vs Feelings Take 5 – Don’t Stop Believin’
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! Live from the New York Stock Exchange, Ryan shares his on-the-ground perspective while Sonu joins remotely to discuss what’s driving today’s market momentum. Togeth …
Market Commentary: Why Markets May Say Yes to November
Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion The incredible rally continues, justified by some spectacular earnings result …
2025 Calendar: Key Tasks & Financial Dates
Tackle 2025 with this month-by-month financial task list. We’ve also included important dates so you won’t miss any key deadlines.
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
Your Retirement
MoreYour Social Security Game Plan
Have you given much thought to your strategy for Social Security benefits? It’s good to have a plan in place to help you make the most of this program. But you may have questions.
Do I Need Life Insurance? How to Choose Life Insurance Coverage and When to Reassess Your Needs
Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance statistics showed that 42% of Americans report feeling that they need more life insurance coverage.* At the same time, the percentage of familie …
Health Savings Account (HSA) Worksheet
Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
Your Legacy
MoreCould You Benefit from a Financial Advisor? 20 Key Questions
One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …
Facts vs Feelings Take 5 – Don’t Stop Believin’
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! Live from the New York Stock Exchange, Ryan shares his on-the-ground perspective while Sonu joins remotely to discuss what’s driving today’s market momentum. Togeth …
Market Commentary: Why Markets May Say Yes to November
Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion The incredible rally continues, justified by some spectacular earnings result …
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
Midyear Market Outlook 2025
The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year.
In the News
MoreHow Much Will Healthcare Cost in Retirement?
When saving for retirement, we often dream about all the things we’ll be able to do with that money—traveling, going out to eat, maybe trying new hobbies. But the reality is that there are also everyday household expenses that you should account for in your post-retirement budget. Less fun …
Which Medicare Plan Is Best for You?
Choosing the right Medicare plan is one of the most important decisions seniors face. It’s also one of the most difficult. The healthcare system isn’t user-friendly to begin with. Stack all the Medicare options on top of that, and you’ve got yourself a challenge. That’s why it’s a good id …
Maximizing Medicare: A Strategic Approach to Healthcare in Retirement
Have you thought about how much your healthcare will cost in retirement? Many people underestimate what they’ll need, and that can be an unwelcome reality check once you’re in retirement. According to recent findings, a 65-year-old individual retiring in 2025 will most likely spend an avera …