Facts Vs Feelings Take 5 – Do Stocks Care About an Election?

We’re in a presidential election year, and many investors are concerned about how the potential outcomes could affect the stock market. Find out what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include:   The U.S. …

6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

Heartstrings and Playbooks: Unveiling the Art of Dating with Blaine Anderson, Episode #178

Blaine Anderson is the founder and CEO of Dating By Blaine, an online dating coaching and matchmaking service for men. Blaine has served nearly 3,000 happy clients and built a multi-seven figure business in just 3 years, almost entirely organically through her Instagram, where she reaches o …

Your Money

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Tax Planning for the Start of a New Year

Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich, Carson Group Manager & Sr. Wealth Planner in our Tax Planning for the Start of a New Year webinar, now available …

Tax Law Changes that Could Affect Your Return This Tax Season

By Mike Valenti, CPA, CFP®, Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season.

Can You Benefit From The Power of Tax Loss Harvesting?

Taxes are an adversary of anyone’s financial well-being.  We must all pay our fair share of taxes, but at the same time there are strategies you should be aware of that may assist you in lowering the financial impact.  One such strategy, tax loss harvesting, can be transformative in the pro …

2024 Calendar: Key Tasks & Financial Dates

2024 Calendar: Key Tasks & Financial Dates

Tackle 2024 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.

Your Business

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The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

Life Insurance for Business and Estate Planning

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.

Building Your Ideal Business Succession Plan

By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …

Business Succession Planning Checklist

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

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6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

IRA, Roth IRA, Roth Conversions, Backdoor Roth, Lions, Tigers and Bears Oh My…

As I have spoken about in the past financial services are filled with jargon, acronyms, terms, and strategies that often overwhelm the consumer. IRAs, Roth IRAs, Roth Conversions, and Backdoor Roths are just a few of those.

4 Moves You Can Make with Your Old 401(k)

By Matt Kory, Vice President, Retirement Programs   Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment …

7 Important Retirement Savings Topics for 2023

7 Important Retirement Savings Topics for 2023

See the topics that are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you.

Your Legacy

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How Estate and Gift Taxes Can Impact Your Financial Plan

Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …

What Are You Paying Your Advisor, Do You Know?

Financial Services is littered with jargon and many firms rely on smoke and mirrors to confuse you so you cannot discern what you are paying your advisor. You should be able to discern what your costs are relatively easily. One of the very first things we share with families when we are exp …

The Growing Need for Black Financial Planners

  In recent times, African Americans have been increasingly becoming more financially literate, and as such, the need for financial advisors and planners who understand the unique cultural and financial challenges of this group has grown. African American financial planners are essenti …

A Guide to Gifting to Your Heirs

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.

Your Freedom

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The Growing Need for Black Financial Planners

  In recent times, African Americans have been increasingly becoming more financially literate, and as such, the need for financial advisors and planners who understand the unique cultural and financial challenges of this group has grown. African American financial planners are essenti …

Changing the Game: Embracing Life Beyond the Field

  When Athletes reach their ultimate goal and make it to the league, they often receive large sums of money in exchange for their talents and skills. However, this access to newly found wealth doesn’t necessarily mean that they are financially literate. Many pro athletes go bankr …

Destined to Serve

  Life doesn’t always go according to plan. Many of us embark on a journey with a clear vision of what we want to become, only to discover that destiny has other plans in store for us. Such was the case for me when my dreams of becoming a professional athlete were not realized. H …

When Shifting Goals Mean Shifting Plans

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?

Market & Investments

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Facts Vs Feelings Take 5 – Do Stocks Care About an Election?

We’re in a presidential election year, and many investors are concerned about how the potential outcomes could affect the stock market. Find out what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include:   The U.S. …

Market Commentary: The Case Against a Stock Market Bubble

“Please, God, just one more bubble.” — Popular Silicon Valley bumper sticker after the tech bubble burst   With stocks near all-time highs, many believe they must be in a bubble. Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they …

Facts Vs Feelings Take 5 – Reasons for More Green in 2024

2024 has already seen a lot of gains with the markets and economy. Are we likely to see more green this year? Hear what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include:   Earnings expectations are up   Industr …

2024 Market Outlook Report

2024 Market Outlook Report

Will the bull market continue in 2024? What about a recession? What will the Fed do? We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye.

Mitlin Money Mindset

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Heartstrings and Playbooks: Unveiling the Art of Dating with Blaine Anderson, Episode #178

Blaine Anderson is the founder and CEO of Dating By Blaine, an online dating coaching and matchmaking service for men. Blaine has served nearly 3,000 happy clients and built a multi-seven figure business in just 3 years, almost entirely organically through her Instagram, where she reaches o …

Unraveling the Threads of Success with John’s Crazy Socks, Episode #177

How did John’s Crazy Socks come to be? In 2016, John Cronin was attending his last year of high school. Like every high school senior, he was trying to figure out what came next. John is a natural entrepreneur. He wanted to start a business with his dad. But what were they going to do? …

Afford Anything with Paula Pant, Episode #176

Paula Pant graduated college having no idea that self-employment and entrepreneurship were an option. She got a job as a newspaper reporter for a small paper in Colorado. She started going to journalism conferences that covered print, radio, television, and freelancing. She dipped into some …

In the News

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Op-ed: Here’s the financial impact of the NCAA permitting college athletes to profit off their name, image and likeness

Student athletes and their parents have likely heard that the NCAA has opened the door to allow collegiate athletes the ability to profit off their name, image and likeness.

Time to fly the nest: How young adults can find financial success

There’s something to be said for living with mom and dad. In fact, more and more young adults are opting to do just that thanks to things like student loan debt and high rents. Yet, there comes a time when they need to strike out on their own and become financially independent. Stephanie Ei …

It’s not just about the money

When planning retirement, it’s also important to consider what you’re going to do.