The Bull Market Is Still Young The S&P 500 is up close to 25% on the year, making this one of the strongest election years ever. That right there is a big reason to be thankful. We remain optimistic that this bull market is alive and well, and are also thankful that this bull market …
After multiple attempts at retirement legislation in 2022, the SECURE 2.0 Act has passed, with arguably more impactful reform than its predecessor, the SECURE Act of 2019. Download the checklist today to get started.
Kevin Oleszewski, CFP®, MST, EA, Senior Wealth Planner As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budg …
By Jamie Hopkins, Managing Partner, Wealth Solutions The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019.
Why 2023 Should Bounce Back We hope everyone had a great holiday season, and we wish everyone a safe and happy New Year!
Nobody knows with complete certainty what 2023 will bring for your finances, but we have some educated guesses. Learn about how 2022 events might impact your 2023 in our on-demand webinar A Look Ahead to 2023 with Carson’s Senior Wealth Planner Kevin Oleszewski CFP®, MST, EA.
Various measures of inflation continue to track lower, likely opening a path for the Fed to stop its aggressive rate hiking cycle. Consumer prices continue to fall quickly, suggesting inflation is steadily trending lower. The consumer has been extremely strong this year, but recent retail s …
