Did you know that your Social Security benefits can be taxed? That’s right, as much as 85% of your Social Security benefits—money that you put away over your entire career—could be subject to taxation when you receive the benefits in retirement. This worksheet helps you figure out if …
The Federal Reserve both met expectations and surprised investors at the same time last week. As expected, the Fed raised rates 0.25%, beginning to unwind the sharp rate reductions it implemented to protect the economy during the early stages of COVID-19. The surprise was the announced inte …
Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, as they cover college savings tactics for the savvy investor.
Inflation continued to bound higher last month. The Consumer Price Index (CPI) climbed 0.8% last month and is 7.9% higher than one year ago. The big culprits were food and energy. Food prices leapt 1% last month and gasoline prices increased 6.6% as part of an increase in overall energy pri …
Concerns the Russian invasion of Ukraine will draw more countries into the conflict raised risk and pushed global markets lower. Statements about nuclear forces going on alert and world leaders discussing a no-fly zone concerned investors.
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
Equity markets wrapped up a volatile week with a late-Friday surge that pushed the S&P 500 to a 0.8% gain. Each day last week experienced a swing of at least 2.25%. Ongoing concerns about interest rates, inflation, valuations, and geopolitical challenges are contributing to swings in the market.
