Glossary
To use this Carson Glossary of Financial Terms, simply use the search box to the right, or click on the letters below to go directly to the glossary terms that begin with the corresponding letter.
A
- Sole proprietorships
- Partnerships
- LLCs not electing taxation as Corporation
- S Corporations
https://www.carsonwealth.com/insights/infographics/small-business-owners/
https://www.carsonwealth.com/insights/blog/4-tips-to-take-your-401k-to-the-next-level/
https://www.carsonwealth.com/insights/monthly-newsletters/3-money-smart-strategies-for-529-college-savings-plans/
https://www.carsonwealth.com/insights/news/test-your-annuity-acuity-an-advanced-true-false-quiz/
B
https://www.carsonwealth.com/insights/monthly-newsletters/may-monthly-newsletter-retirement-and-social-security-benefits-what-baby-boomers-need-to-know/
https://www.carsonwealth.com/insights/blog/math-teacher-prepare-clients-success/
https://www.carsonwealth.com/insights/blog/why-you-need-a-will-and-you-need-one-today/
https://www.carsonwealth.com/insights/blog/two-major-retirement-income-traps-to-avoid/
https://www.forbes.com/sites/jamiehopkins/2019/04/25/what-is-the-bucket-approach-strategy-to-retirement-income-planning/#1a4d7cf439d6
https://www.carsonwealth.com/insights/blog/are-you-a-conservative-investor/
C
https://www.carsonwealth.com/insights/blog/how-to-know-what-your-goals-are/
https://www.carsonwealth.com/insights/blog/what-should-i-do-with-my-old-401k/
D
https://www.carsonwealth.com/insights/blog/tax-cuts-jobs-act/
https://www.carsonwealth.com/insights/blog/how-to-go-from-making-money-to-making-money-happen-in-retirement/
https://www.carsonwealth.com/insights/monthly-newsletters/how-to-maximize-your-giving-with-a-donor-advised-fund/
E
https://www.carsonwealth.com/insights/news/how-to-start-an-emergency-fund-when-you-live-paycheck-to-paycheck/
https://www.carsonwealth.com/insights/blog/estate-planning-fundamentals-to-help-you-start-the-conversation/
https://www.carsonwealth.com/insights/blog/why-you-need-a-will-and-you-need-one-today/
F
https://www.carsonwealth.com/insights/blog/politics-and-the-markets-how-to-invest-in-politically-challenging-times/
https://www.carsonwealth.com/insights/videos/cnbc-good-financial-advisor-will-freely-disclose-fees-upfront/
https://www.carsonwealth.com/insights/blog/fall-financial-planning/
G
https://www.carsonwealth.com/insights/blog/goals-based-planning/
https://www.carsonwealth.com/insights/blog/gun-trusts-a-way-to-avoid-unknown-and-unintended-risks/
H
https://www.carsonwealth.com/insights/monthly-newsletters/putting-your-health-savings-account-to-work/
https://www.carsonwealth.com/insights/blog/what-is-your-number/
I
https://www.carsonwealth.com/insights/blog/what-is-your-number/
https://www.carsonwealth.com/insights/blog/5-common-retirement-planning-mistakes/
https://www.carsonwealth.com/insights/blog/heres-your-financial-planning-starter-pack/
https://www.carsonwealth.com/insights/blog/heres-your-financial-planning-starter-pack/
https://www.carsonwealth.com/insights/blog/how-to-choose-an-investment-strategy/
https://www.carsonwealth.com/insights/blog/how-to-set-up-a-trust/
J
https://www.carsonwealth.com/insights/blog/what-is-the-yield-curve-and-what-does-it-tell-us/
https://www.carsonwealth.com/insights/blog/took-their-ball-and-went-home-staying-in-play-with-job-creators/
K
https://www.carsonwealth.com/insights/blog/financial-planning-questions-small-business-owners-should-ask-themselves/
https://www.carsonwealth.com/insights/blog/kpis-run-amok/
L
https://www.carsonwealth.com/insights/blog/win-the-game-of-life-insurance/
https://www.carsonwealth.com/insights/blog/why-you-need-a-will-and-you-need-one-today/
https://www.carsonwealth.com/insights/blog/comfort-a-word-we-need-to-think-about-for-our-families/
https://www.carsonwealth.com/insights/blog/5-reasons-to-think-about-long-term-care-planning-today/
M
https://www.carsonwealth.com/insights/blog/medicare-time-now-what-things-to-know-as-you-start-out/
N
https://www.carsonwealth.com/insights/blog/what-is-your-number/
https://www.carsonwealth.com/insights/news/401k-secrets-capitalize-on-net-unrealized-appreciation-nua/
https://www.carsonwealth.com/insights/blog/favorite-financial-planning-tool/
https://www.carsonwealth.com/insights/blog/what-is-your-number/
O
P
https://www.carsonwealth.com/insights/blog/how-to-go-from-making-money-to-making-money-happen-in-retirement/
Q
https://www.carsonwealth.com/insights/monthly-newsletters/pass-the-turkey-financial-tips-for-the-season-of-giving/
https://www.carsonwealth.com/insights/blog/qualified-vs-non-qualified-i-dont-get-it/
R
https://www.carsonwealth.com/insights/blog/seven-financial-actions-consider-2017/
https://www.carsonwealth.com/insights/blog/will-measure-financial-goals-2017/
https://www.carsonwealth.com/insights/blog/the-basics-of-required-minimum-distributions-with-your-retirement-account/
https://www.carsonwealth.com/insights/news/busting-three-half-truths-about-reverse-mortgages/
https://www.carsonwealth.com/insights/blog/why-you-need-a-will-and-you-need-one-today/
https://www.carsonwealth.com/insights/blog/what-are-robo-advisors/
S
https://www.forbes.com/sites/jamiehopkins/2019/12/16/congress-passes-secure-act-at-last-minute-impacting-retirement-planning-and-increasing-taxes/#44a505d83a4f
https://en.wikipedia.org/wiki/U.S._Securities_and_Exchange_Commission
https://www.carsonwealth.com/insights/blog/future-funding-of-social-security-is-a-pivotal-piece-to-retirement-security/
https://www.youtube.com/watch?v=McytQpjJPJA
https://www.carsonwealth.com/insights/blog/what-is-your-number/
https://www.carsonwealth.com/insights/blog/4-easy-ways-to-diversify-your-investments/
https://www.carsonwealth.com/insights/blog/sushi-and-the-art-of-stockpicking/
T
https://www.carsonwealth.com/insights/blog/tax-cuts-and-jobs-act-changed-things-more-than-you-realize/
https://www.carsonwealth.com/insights/blog/estate-planning-fundamentals-to-help-you-start-the-conversation/
https://www.carsonwealth.com/insights/blog/common-questions-wills-v-trusts/
https://www.carsonwealth.com/insights/blog/how-to-set-up-a-trust/
U
https://www.carsonwealth.com/insights/free-guides/ten-tax-tips/
V
https://www.carsonwealth.com/insights/blog/answers-to-3-big-questions-on-clients-minds/
https://www.carsonwealth.com/insights/blog/volatility-what-to-expect-and-how-to-act/
W
https://www.carsonwealth.com/insights/blog/your-financial-diagnosis/
https://www.carsonwealth.com/insights/blog/how-to-go-from-making-money-to-making-money-happen-in-retirement/
https://www.carsonwealth.com/insights/blog/why-you-need-a-will-and-you-need-one-today/
X
Y
https://www.carsonwealth.com/insights/blog/7-year-end-planning-tips-from-a-wealth-planner/
https://www.carsonwealth.com/insights/blog/the-too-good-to-be-true-dividend/
https://www.carsonwealth.com/insights/blog/what-is-the-yield-curve-and-what-does-it-tell-us/
Z
https://www.carsonwealth.com/insights/monthly-newsletters/from-washington-to-your-wallet-how-the-federal-funds-rate-affects-personal-finance/