VIDEO: IRMAA
Carson Wealth’s Jon Read, CFP®️, ChFC®, AIF® Partner, Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss what IRMAA is and how to avoid additional premium costs with IRMAA.
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Facts Vs Feelings Take 5 – Things That Worry Us About 2025
In the final episode of Take 5 of 2024, Ryan Detrick, Chief Market Strategist at Carson Group, discusses three main worries for the upcoming year, 2025. They highlight that while stocks have seen significant gains recently, the next year may not replicate this trend. Additionally, a strong …
Asset Protection Strategies: Safeguarding Your Wealth from Claims and Creditors
Understanding Asset Protection Safeguarding your wealth is as important as building it. Even if you make all the right decisions in accumulating and growing wealth, neglecting to protect it can ruin your financial plan. What Is Asset Protection? Asset protection is a set of legal strategies …
Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year
That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. The S&P 500 sold off nearly 3% and we saw 97% of all stocks in the S&P 1500 fall. That is what we call a selling cascade and it has …
Facts Vs Feelings Take 5 – Did the Fed Pull a Grinch?
In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, uncover the Federal Reserve’s recent decision to cut interest rates by 0.25%, projecting only two cuts for 2025 instead of the previ …
How to Make Charitable Giving Part of Your Financial Plan
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
Philanthropy and Wealth Transfer: Integrating Giving into Estate Planning
By Brady Marlow, CFP®, AEP®, CAP, CPWA®, CExP™, Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations you’re passionate about. Yo …
