On paper, inflation has lowered over the past two years, but go to the grocery store, fill up your car with gas or go out to eat and I highly doubt you’ll find anyone ecstatic about how inflation has “cooled”.
By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor A few years ago, I realized many of my decisions were fear-based instead of focused on the positive. Something had to change, so I began to pay close attention to my words.
Mike Gertsema, Senior Wealth Advisor Have you ever considered getting a second opinion on your financial planning, health wellness or other matters that concern you, but were unsure if the feeling was warranted?
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
By Mike Gertsema, Senior Wealth Advisor What should a client expect during a portfolio review? It’s changed a great deal over time, and a typical portfolio review meeting now covers much more information than it used to.
By Cristina Wiebelt-Smith, CPA, Wealth Planning Administrator Do you get busy? I get busy. You know who else gets busy? Tax preparers.
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Vice President of Insurance, Matt Lewis, to learn more about leveraging the right life insurance for your situation.
