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Financial Advising, taxes, tax refunds

Monthly Newsletters

4 Ways to Make the Most of Your Tax Refund (and What Yours Says About You)

If you’ve worked in business, healthcare, ministry or almost any corporate entity in the last generation, chances are good you’ve taken a personality test – perhaps even a few. You found out you’re an ENFP or an INTJ or an Otter/Lion, or a Steady Wing 2 who needs to focus on your Bright Side. These tests tell you how you digest information, how you play with others and often things you didn’t know about yourself. Read more

carson wealth partner

News

$575M RIA Spectrum Management Group Announces Affiliation with Ron Carson; Rebrands to Carson Wealth

OMAHA, Neb.April 30, 2019 /PRNewswire/ — Spectrum Management Group, a boutique wealth management firm headquartered in Indianapolis, Indiana, today announced the team’s decision to affiliate as a Carson Wealth office. Co-founders Bob Phillips and Leslie Thompson, who lead a team of eight, decided to affiliate with Carson Wealth to better serve their clients and expand the already advanced menu of services and resources available. Read more

Market Commentary

Weekly Market Commentary April 29, 2019

The S&P 500 climbed 1.2% last week, and the index rallied to an all-time high even when dividends are excluded. Continued optimism the U.S. and China will reach a new trade deal and solid earnings helped support the move to new highs. Read more

retirement security

Blog

Future Funding of Social Security Is A Pivotal Piece To Retirement Security

By Jamie Hopkins

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits. Read more

retirement income, Portland, Oregon, Carson Wealth Management

Blog

Two Major Retirement Income Traps to Avoid

by Alexander Reed CFP® ChFC®

The switch from wealth building in your working years to wealth income in retirement years seems simple. Common advice is to simply shift investments from growth stocks to dividend-paying stocks and buy more bonds. Read more

News

Should You Use The Systematic Withdrawal Approach To Retirement Income Planning?

For many Americans, their financial planning goals can be broken down into two periods: saving for retirement and spending in retirement (if you’re up on your financial industry jargon, you might know these phases as accumulation and decumulation, respectively). Read more

News

Comparing The 3 Most Popular Retirement Income Strategies

Is there a retirement crisis? The debate centers on how much people have saved or set aside for retirement. But the focus on savings amounts misses the point. Read more

Market Commentary

Weekly Market Commentary April 22, 2019

It was a quiet week for investors, as none of the three major indexes we track moved significantly. The S&P 500 eased 0.1% lower during the holiday-shortened trading week. Read more

pay yourself first

Blog

Were Mom and Dad Right? The Value in Paying Yourself First

Published by Tammy Rasplicka

I remember growing up and being taught that you should pay yourself first. My parents taught me that 10 percent of my income should be put into savings before paying bills or splurging on entertainment. Read more

Videos

Q2 2019 Quarterly Market Update

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. Read more