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  • Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

    Posted on September 21, 2021

    Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

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  • 7 Ways The New Tax Bill Could Impact Retirement Planning

    Posted on September 21, 2021

    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

    Posted on September 20, 2021

    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 …

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  • Market Commentary: Consumer Demand Stays Strong, Continuing Trend Toward Lower Inflation

    Posted on September 20, 2021

     Two U.S. economic reports provided reassuring news about the economy. The inflation trend moderated in August. Consumer price inflation (CPI) rose 0.3%, down from 0.5% the previous month and below estimates of a 0.4% increase (Figure 1). Excluding food and energy, prices increased just 0.1%.

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  • Shane Weaver

    Posted on September 17, 2021

    Meet Shane   Shane received his bachelor’s degree from Bellevue University and has over 14 years of experience in the financial service industry, and is Series 4, 7, 24, 52, 53, 63 licensed. Shane worked a number of leadership and project roles in Operations and Service departments. Along with a number of different roles throughout …

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  • Paul Ganow

    Posted on September 17, 2021

    Meet Paul   Paul grew up in the small town of Malcolm, NE. He served in the U.S. Army, where he was stationed in the Washington D.C. metro in “The Old Guard”. His duties were to execute military ceremonies and funerals in Arlington National Cemetery and the National Capital Region. He has had the privilege …

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  • Market Commentary: Amid High Worker Demand, Job Openings Rise to 10.9 Million

    Posted on September 13, 2021

    July job openings increased to 10.9 million, up 779,000 from June. The record number suggests weaker August job growth was partly related to a low supply of workers and demand for workers remains robust.

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  • How to Manage Your Health Savings Account

    Posted on September 10, 2021

    Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Beth Schanou, to learn more about how to manage your health savings account.

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  • Protected: Orlando Join Our Firm

    Posted on September 10, 2021

    There is no excerpt because this is a protected post.

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  • Creating Awareness Around Life Insurance

    Posted on September 9, 2021

    There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. 

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