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How Social Security Fits into Your Retirement Plan

Videos

How Social Security Fits into Your Retirement Plan

There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences? Click Here to Watch the Webinar

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Roth Planning Opportunities in 2020

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Roth Planning Opportunities in 2020

Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article

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Free Guides

10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times.

But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

Download the questions today to get started.

 

RMD Planning in 2020 After the CARES and SECURE Acts

Videos

RMD Planning in 2020 After the CARES and SECURE Acts

Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

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Quarterly Market Outlook: Q2 2020

Videos

Quarterly Market Outlook: Q2 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Free Guides

Four Ways the CARES Act Can Help Your Business

From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll. Read more

Free Guides

CARES Act Summarized

As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy. Read more

Managing the Ups and Downs of the Market – And Your Emotions

Videos

Managing the Ups and Downs of the Market – And Your Emotions

Emotions run high when the market dips low. Market volatility can cause stress and uncertainty in many investors, and trying to remove your emotions from the decision-making process won’t play out in the long-term. Managing the ups and downs of the market begins with managing the ups and downs of your emotions. Watch this webinar with Director of Retirement Research Jamie Hopkins, Esq., MBA, LLM, CFP®, ChFC®, CLU®, RICP®, to learn more. Click Here to Watch the Webinar

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Free Guides

Coronavirus and the Markets

The coronavirus (COVID-19) has spread quickly across the globe. The concerns have created a “bear market” as the S&P 500 dropped more than 20% from its highs in just over three weeks.

This guide explains why it’s crucial to control the disease now, its economic impact and key market lessons.

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Quarterly Market Outlook: Q1 2020

Videos

Quarterly Market Outlook: Q1 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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