There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
We continue to hear concerns over a potential recession. And while there have been a few small cracks in the economy of late, we still don’t see any solid signs of a recession happening anytime soon. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist …
Get ready to tackle 2024 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.
By Mark N. Petersen, CPA, CFP®, CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration …
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.
By Scott Keegan, CFP®, Chief Operating Officer/Wealth Advisor It’s no secret that many people struggle with stress and worry. Admittedly, I am a natural worrier. I tend to think of the worst-case scenario first and what would my plan be if that happened. I always want to have a plan, a ba …
The S&P 500 gained 8.9% in November for one of its best monthly returns ever. One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. Then a funny thing happened … stocks soared!
