Upcoming Legislation and How It Impacts Your Financial Plan

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 …

Are you ready to become wiser about your wealth? Learn about smart tax planning in A Proactive Approach to Tax Planning: Safeguarding and Growing Your Lifetime Wealth, now available for viewing. In this on-demand webinar, Carson’s Managing Partner and Chief Tax Strategist Debbie Taylo …

It’s that time of year again! W-2s, 1099s, and mortgage statements have begun to hit your mailbox: a daily reminder that it is, once again, Tax Season.  Overall, it was a relatively quiet year on the tax front, with one big (beautiful) exception: The One Big Beautiful Bill Act (OBBBA), whic …

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

Your financial goals are constantly changing, but your financial plan isn’t always nimble enough to change with them. That’s why it’s important to keep a well-stocked account to use as an emergency or opportunity fund for your goals. Here’s a scenario where an opportunity fund could help me …

When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors, seasoned and new.   It’s important to remember that market volatility is nothing new. If you’re working with a financial advisor, your financial plan …

Get ready to tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.  

The last few weeks of the year can offer some final opportunities to shape your tax outlook—not just for this year, but for years to come. December shouldn’t be a scramble—it should be intentional. This is the moment you can align your financial picture with year-end deadlines, market condi …

Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …