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Retirement Fund Catch-Up Contributions: An Ace Up Your Sleeve for the Long Game

For many of us, retirement planning is a persistent boogie man in the back of our minds. The statistics on people’s lack of retirement preparation are staggering, and the official retirement age seems to increase by the minute. Life expectancy is getting longer, and resources seem to be getting scarcer. Any hand that savers and wage-earners play at this point in life seems like a bet against the house, sure to lose. Read more

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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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News

Kabarec Financial Advisors, Ltd. Announces Affiliation with Barron’s Hall-of-Fame Firm; Rebrands to Carson Wealth

Palatine, IL – March 1, 2019 – Kabarec Financial Advisors, Ltd., an independent investment and wealth management firm headquartered in Palatine, Illinois, today announced it has joined Carson Wealth, a Barron’s Hall-of-Fame nationally ranked advisory firm. The team, led by founder and CEO Michael Kabarec, decided to affiliate with Carson Wealth Read more

Blog

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. Read more

Market Commentary

Weekly Market Commentary February 25, 2019

The S&P 500 added another 0.7% to its impressive gains since late December. Optimism about a trade agreement between the U.S. and China continued to support markets.

While trade negotiations between the U.S. and China remain the key focus, a number of other key events and data releases are likely to move markets this week. Read more

Wealth from Wisdom Carson Wealth Financial Advisor

Blog

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. Read more

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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. Read more

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Blog

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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Blog

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. Read more