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5 Investment Diversification Mistakes That Could Hurt You

Wealth from Wisdom is a weekly radio show from Carson Wealth. Paul West: There’s one thing, one thing that could help you avoid losing your shirt in a stock market correction or during a bear market. And do you know what that one thing is?

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5 Critical RMD Mistakes You Can’t Afford to Make

Wealth from Wisdom is a weekly radio show from Carson Wealth. Paul West: Hey, do you have an IRA, 401(k), a SEP or any really other type of retirement plan, and if so, what you’re about to learn could have dire consequences for these accounts and worse yet your retirement.

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Tax Cuts and Jobs Act Changed Things More Than You Realize

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A.

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How to Be Successful in Retirement

Wealth from Wisdom is a weekly radio show from Carson Wealth. This week we cover how to be successful in retirement. Paul West: Could you retire a lot sooner than you actually think? The answer is yes. This is true for many of you listening to the show right now, and it could be even much easier than you actually think.

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Why We Are Changing Our Brand

Published by Scott Ford, Managing Director, Partner We have exciting news to share! On February 20th, 2019, GAAM Wealth Management will become Carson Wealth Kingsport! Why are we rebranding? Because we believe that, in this case, 1+1=10. By rebranding and strategically partnering with Ron Carson and his team, we can create more freedom for more consumers, both now and in the future.

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Scott Rings The Opening Bell At Nasdaq!

Published by Scott Ford, Managing Director, Partner I recently received a once-in-a-lifetime opportunity to participate in the opening bell ceremony at the Nasdaq MarketSite Studio in Times Square! It was an incredible rush to be in this thrilling environment, and it also gave me time to reflect on how exciting the investment world is and how much I love my job.

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Scott’s Origin Story

Published by Scott Ford, Managing Director, Partner Everyone has a unique story that shaped them and brought them to where they are today. Sometimes people have significant events or influential people that played a role in their journey, others might have experienced foggy paths and twists and turns. Regardless of how your life has looked up to this point, your past plays a part in who you are today.

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Why We Are Changing Our Brand

Published by Scott Ford, Managing Director, Partner We have exciting news to share! On February 20th, 2019, Cornerstone Wealth Management will become Carson Wealth Management Hagerstown! Why are we rebranding? Because we believe that, in this case, 1+1=10. By rebranding and strategically partnering with Ron Carson and his team, we can create more freedom for more consumers, both now and in the future.

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Medicare Time – Now What? Things to Know as You Start Out

By Mark Petersen, Vice President, Affluent Wealth Planning You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, let’s look at some common questions about Medicare.

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Your Biggest Expense in Retirement

Wealth from Wisdom is a weekly radio show from Carson Wealth. This week we cover expenses in retirement. Paul West: IRA’s and 401k’s, social security dividends from stocks and bonds, pension, annuities. These are some of your potential income sources in retirement.

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