Why You Might Need a Power of Attorney
Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.
Market Commentary: Markets Rally After Fed Meeting in Another Volatile Week
Now What? Last week, we discussed how the S&P 500 officially moved into a correction (down more than 10% from the February 19th peak). We noted then that most years (even some of the best years) see volatility and scary headlines, with many of those years seeing a 10% correction at some …
Facts Vs Feelings Take 5 – Should You Panic About This Market Correction?
Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we break down the recent 10% stock market correction, why it’s happening, and whether investors should be worried. With markets pulling back sharply, we provide historical context, discuss the role of tariffs …
Your Money
MoreWinning in 2025: Tax Strategies for a Thriving Year
Want to plan better for next year’s tax return? Learn about smart tax planning in our Winning in 2025: Tax Strategies for a Thriving Year webinar, now available for viewing on-demand.
Strategies to Help Finish the Tax Season Strong
Like gardening or working out, tax planning is one of those activities where you get out what you put in. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed …
Tax Planning Checklist
Each year it is important to review your plan to ensure you are taking advantage of all the tax breaks and incentives available to you. Annual inflation adjustments and new laws create opportunities to save for retirement or reduce your tax bill. To help you make the best decisions regardin …
2025 Calendar: Key Tasks & Financial Dates
Tackle 2025 with this month-by-month financial task list. We’ve also included important dates so you won’t miss any key deadlines.
Your Business
MoreWinning in 2025: Tax Strategies for a Thriving Year
Want to plan better for next year’s tax return? Learn about smart tax planning in our Winning in 2025: Tax Strategies for a Thriving Year webinar, now available for viewing on-demand.
Strategies to Help Finish the Tax Season Strong
Like gardening or working out, tax planning is one of those activities where you get out what you put in. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed …
Tax Planning Checklist
Each year it is important to review your plan to ensure you are taking advantage of all the tax breaks and incentives available to you. Annual inflation adjustments and new laws create opportunities to save for retirement or reduce your tax bill. To help you make the best decisions regardin …
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
Your Retirement
MoreThe Cost of Your Thanksgiving Dinner May Have Been a Little Less This Year
In this episode, Grant and Bill discuss how the cost of your Thanksgiving may have been a little less this year, Dr. Oz and Medicare Advantage plans, what’s with ETFs, and dream or nightmare…a Christmas cruise with the Hallmark Channel.
Taking Advantage of the Holidays to Talk about the Inevitable
In this episode, Grant and Bill discuss taking advantage of the holidays to talk about the inevitable, the S&P 500 setting records, tips for getting in shape financially for 2025, and what to do with your RMD.
New Math for Retirement Savings
In this episode, Grant and Bill discuss new math for retirement savings, demand for pensions is growing but is anyone listening, testing your EFT IQ, and tapping into home equity for long term healthcare.
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
Your Legacy
MoreWhy You Might Need a Power of Attorney
Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.
7 Tips to Successfully Transfer Wealth to Your Kids
70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation. Download Guide
Knowing When to Update Your Estate Plan
From the family tea set to the most complex estate, transferring wealth is quite common. What’s less common, but just as important, is outlining a specific plan for this transfer and updating it as circumstances change.
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
Your Freedom
MoreCompounding Wealth (and Wisdom): The Power of Compound Interest
No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.
How to Make Charitable Giving Part of Your Financial Plan
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
7 Economic Myths Busted
By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
Market & Investments
MoreMarket Commentary: Markets Rally After Fed Meeting in Another Volatile Week
Now What? Last week, we discussed how the S&P 500 officially moved into a correction (down more than 10% from the February 19th peak). We noted then that most years (even some of the best years) see volatility and scary headlines, with many of those years seeing a 10% correction at some …
Facts Vs Feelings Take 5 – Should You Panic About This Market Correction?
Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we break down the recent 10% stock market correction, why it’s happening, and whether investors should be worried. With markets pulling back sharply, we provide historical context, discuss the role of tariffs …
Market Commentary: How to Think About the S&P 500 Correction
Understanding Market Corrections The S&P 500 moved into a “correction” on Thursday of last week, defined as a close at least 10% below the index’s recent closing high. Here are some things we know about corrections, which we’ll look at in depth this week.
2025 Market Outlook Report
The economy had a big year in 2024, avoiding a recession while posting strong job numbers and a soaring stock market. But the new year brings new concerns. What impact could we see from tariffs? How long do we think this bull market will continue? What will the Fed do in 2025?
In the News
More3 Roth Conversion Traps To Avoid After The SECURE Act
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
10 Common Estate Planning Mistakes (and How to Avoid Them)
Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
4 Ways To Improve Your Estate Plan
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.