How to Choose a Financial Advisor: A Step-by-Step Guide
Learn how to choose a financial advisor for your goals with our step-by-step guide from the experts at Carson Wealth.
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CHECK OUT DEBBIE QUOTED IN THE NEW YORK TIMES ABOUT TAX REFUNDS ON APRIL 14, 2019
Conor Barnes, an accountant in New York, decided to stop telling her clients to “have a nice day” at the end of their meetings. Often she delivered news that had, in fact, ruined their day: They owed the government money, sometimes a painfully large amount.
Were Mom and Dad Right? The Value in Paying Yourself First
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. These days, saving doesn’t have to mean keeping money in a bank.
What Exactly is a Roth IRA — and Why Should You Have One?
When investors are deciding where to stash their cash for retirement, there are several options. Americans rely more and more on saving in their employer-sponsored 401(k) plans
Check out Debbie quoted in Newsday regarding Mortgages and Retirement on March 31, 2019
There are all sorts of tenets about retirement. One of those that’s often touted is that you should pay off your mortgage before you retire. For sure, it makes sense, but there are always exceptions to the rule.
Carson Wealth Named a 2019 Best Places to Work for Financial Advisers by InvestmentNews for Second Consecutive Year
OMAHA, Neb., April 2, 2019 /PRNewswire/ — Carson Wealth, a Barron’s Hall-of-Fame wealth management and financial planning firm, has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews today
Took Their Ball and Went Home: Staying in Play with Job-Creators
Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees).
