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Client Experience

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Client Experience

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The Backdoor Roth

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The Backdoor Roth

In this video, Nick discusses what a Backdoor Roth is as well as some unforeseen tax issues that could arise.

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The Strength of the US Dollar.

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The Strength of the US Dollar.

In this video, Nick discusses the U.S. dollar.

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Qualified Charitable Distributions

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Qualified Charitable Distributions

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Quarterly Market Outlook: Q4 2019

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Quarterly Market Outlook: Q4 2019

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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Rule of 4%

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Rule of 4%

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Tax Planning

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Tax Planning

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Technology is Changing the Industry

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Technology is Changing the Industry

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Quarterly Market Outlook: Q3 2019

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Quarterly Market Outlook: Q3 2019

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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Financial & Retirement Goals

Videos

Financial & Retirement Goals

You’ve worked hard on saving over your lifetime. Let us help you manage your assets and prioritize your retirement goals. Check out this short video to see how we can help you achieve your financial and retirement goals!

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