Your New Year’s Financial Planning Resolutions
Watch our on-demand webinar, “Your New Year’s Financial Planning Resolutions” with Carson Group’s Retirement Plan Advisor Chris Tooker and Senior Wealth Planner Mark Petersen.
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Facts Vs Feelings Take 5 – Stocks in a Correction
The S&P 500 is down 10%, which officially puts stocks in a correction. Dig into what this means for investors with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: 22 out of the 44 last years have had a correction Nov …
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. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …
Medicare Time – Now What? Things to Know as You Start Out
By Matt Lewis, CLTC®, Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, le …
Market Commentary: How Bad Is It?
Stocks fell again last week, even as yields paused and overall earnings were solid. As of Thursday, the S&P 500 is down nearly 10% from its late-July peak. A decline of 10% or more would be classified as a correction. It’s important to know that 10% corrections occur most years. Since 1 …
Facts Vs Feelings Take 5 – Why Things Aren’t That Bad
The headlines over the last few years have been very, very negative when it comes to the stock market and overall U.S. economy. Based on the National Bureau of Economic Research’s (NBER) recession criteria, we aren’t close to having one. Join Carson Group’s Chief Market Strategist Ryan Detr …
The Benefits & Purpose of a Trust in Estate Planning
By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts …
