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  • The Complete Guide to the SECURE 2.0 Act

    Posted on December 28, 2022

    After multiple attempts at retirement legislation in 2022, the SECURE 2.0 Act has passed, with arguably more impactful reform than its predecessor, the SECURE Act of 2019. Download the checklist today to get started.  

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  • How to Leverage Tax-Advantaged Accounts in 2023

    Posted on December 28, 2022

    Kevin Oleszewski, CFP®, MST, EA, Senior Wealth Planner  As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budg …

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  • SECURE 2.0 Act Aims to Increase Retirement Savings for Americans

    Posted on December 27, 2022

    By Jamie Hopkins, Managing Partner, Wealth Solutions   The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019.

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  • Market Commentary: Why 2023 Should Bounce Back

    Posted on December 27, 2022

    Why 2023 Should Bounce Back We hope everyone had a great holiday season, and we wish everyone a safe and happy New Year!

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  • Scott Berryman

    Posted on December 20, 2022

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  • A Look Ahead to 2023

    Posted on December 20, 2022

    Nobody knows with complete certainty what 2023 will bring for your finances, but we have some educated guesses. Learn about how 2022 events might impact your 2023 in our on-demand webinar A Look Ahead to 2023 with Carson’s Senior Wealth Planner Kevin Oleszewski CFP®, MST, EA.   

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  • Market Commentary: The Good. The Bad (But Not That Bad). And the Ugly.

    Posted on December 19, 2022

    Various measures of inflation continue to track lower, likely opening a path for the Fed to stop its aggressive rate hiking cycle. Consumer prices continue to fall quickly, suggesting inflation is steadily trending lower. The consumer has been extremely strong this year, but recent retail s …

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  • Market Commentary: When Will the Santa Rally Start?

    Posted on December 12, 2022

    When Will the Santa Rally Start?  Last week was rough for equity markets. The S&P 500 Index fell 3.4%. As we noted, December is historically strong for stocks, and we don’t expect 2022 to be any different. It has been the third best month for the S&P 500 since 1950 (April and Novemb …

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  • 2023 Calendar: Key Tasks & Financial Dates

    Posted on December 9, 2022

    Get ready to tackle 2023 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.  

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  • Financial Resolutions to Take Into the New Year

    Posted on December 8, 2022

    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, …

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