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Facts Vs Feelings Take 5 – Yes, Stocks Can Go Down

We’ve been spoiled for a while with market and economy wins, but now we’re seeing some volatility. How concerned should investors be? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include:   Pullbacks are normal in bea …

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Mapping Your Senior Health Care Plan

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, to learn more about mapping your senior health care plan.

Income-Related Monthly Adjustment Amount (IRMAA) Worksheet

IRMAA, or the income-related monthly adjustment amount, is an extra amount you have to (or will have to) pay on top of your Medicare Part B and Part D premiums based on your income. Now that you know what IRMAA is, it’s never too early to start thinking about when you’ll eventually have to …

Who is IRMAA and Why Is She Getting My Money?

There’s a scene in the TV show Friends where Rachel gets her very first paycheck as a waitress at Central Perk. “Who is FICA and why is he getting all my money?” she poses to the gang. Some people age 65 and older might have a similar sentiment when they get their Social Security check …

Keys to the Kingdom, with Dan Cockerell, Episode #49

Most people who’ve worked for the Walt Disney company will tell you, it’s a delightful place to work, grow, and learn. Dan Cockerell will tell you so in glowing terms. After college and participation in the Disney college program, he chose to work for Disney. His beginning role wasn’t a gla …

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