Videos

Year-End Tax Planning in 2020

Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into how this year’s events might affect your financial strategy or estate plan.  Click Here to Watch the Webinar
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Fox Business: Market in Record Territory

Watch Fox Business’ Varney & Co to hear Ron Carson’s thoughts on the market in record territory and the one thing you should remember about business and investments.

Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

Passive vs. Active Management

As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?
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Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

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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.

Download Now!