News

7 Ways The New Tax Bill Could Impact Retirement Planning

By Jamie Hopkins The Ways and Means Committee released the first draft of a major tax bill this week. While it is mostly aimed at increasing taxes to pay for other social policies and government infrastructure initiatives, there are a number of provisions that would change retirement planni …
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How To Head Off A Post-Work Identity Crisis

By Ron Carson Will you still be relevant when you’re no longer working? That’s something many people wonder as they near retirement. While the simple answer is yes, you may find that the toughest audience to convince is yourself. That’s because grieving the loss of a workplace identity is f …

Wealth Advisor Tom Chaney Rebrands New Mexico, Texas Offices to Carson Wealth

Las Cruces, New Mexico and El Paso, Texas – May 26, 2021 – Wealth Advisor Tom Chaney, MRFC®, AIF®, announced today that he is rebranding his two offices, one in Las Cruces, New Mexico and one in El Paso, Texas, to Carson Wealth, one of the fastest-growing financial services names in the country.

Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania

DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that it is joining the Carson Wealth brand. Managing $200 million in assets, Strategic …

Retirement Income Specialist Jason Juhl Joins Carson Wealth in Des Moines

Des Moines, IA – October 16, 2020 – Wealth Advisor Jason Juhl, RICP®, has announced his decision to affiliate with Carson Wealth to provide his clients with the support and services of a full roster of highly specialized professionals, ranging from estate planning to CPAs and tax profession …

Carson Partner Bender Financial Services Rebrands to Carson Wealth

HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advanta …

Three Explanations for Why Stocks Rally Past Rising Covid Counts

Bob Phillips weighs in on the outlook for investors as stocks rally despite the increase in coronavirus cases, noting investors are adapting to life with the virus as they expect the worst of the damage is behind us. Full article on Bloomberg
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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