Insights

Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.

  We have all heard about Spring Cleaning and when most of us hear it we immediately think of the dreaded task of cleaning our homes.  Just thinking about it can be overwhelming and frustrating.  There are not many people I know that value and get a great deal of joy out of cleaning. T …

  Layoffs seem like a regular occurrence recently and it is something that you should be prepared for at all times.  John F. Kennedy said it so eloquently, “The time to repair the roof is when the sun is shining.”. Facing the reality that your employer may be downsizing or needing to p …

Now that 2022 is in the rearview mirror it is time to start getting your things organized to have your taxes completed.  Being organized throughout the year could make this an easier task to accomplish, but if you have not prepared in advance it can be done.  You may want to also use what y …

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out these income tax planning tips. Click here to …

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

Stock splits are a regular occurrence on stock exchanges and are sometimes misunderstood.  The most typical splits are forward split where a shareholder will receive more shares as a result of the split.  We will reserve the ability to go over reverse stock splits in a future blog. Publicly …

  Have you ever moved? Misplaced a check? Forgot to close a bank account? Many reasons would cause funds to escheat to the state and have them added to the running total of unclaimed funds in the United States.  According to a Forbes article in 2020, there was over $49 Billion in uncla …

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

It’s not too late to make some adjustments and finish this year fiscally strong. Find out how in our on-demand webinar Keys to Finishing the Year Financially Strong with Carson Group’s Senior Wealth Planners Tom Fridrich and Kevin Oleszewski.