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What You Need to Know About Insurance

We put together a fact sheet “What You Need to Know About Insurance” to help you determine if you have the right insurance coverage for your and your family’s needs. We’ll look at life insurance, homeowner’s insurance, medical insurance and more to help answer your questions:

  • What is it?
  • Who does it benefit?
  • How much does it cost?
  • How does it work with your financial plan?

Fill out the form below to download “What You Need to Know About Insurance.”

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Managing Your Wealth with Life Insurance through Life Stages

Monthly Newsletters

Managing Your Wealth with Life Insurance through Life Stages

Life insurance can be confusing. It’s a protection tool for your family, but can also be an investment tool. Your beneficiaries get the payout when you die, but you can draw funds from it while you’re still alive.

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Market Commentary: GDP Surges After Stimulus, Fed Reiterates Low Interest Rates

Market Commentary

Market Commentary: GDP Surges After Stimulus, Fed Reiterates Low Interest Rates

 U.S. GDP surged an annualized 6.4% in the first quarter (Figure 1). Two rounds of government stimulus helped the economy climb within 0.9% of its all-time high. If expected growth is included, the economy remains 3.7% below pre-COVID trends. Personal income jumped 21.1% from February as a second round of stimulus checks pushed money out to most Americans. Spending increased as well, but not as much as income. Personal consumption rose 4.2%, and services consumption, hindered by COVID concerns, rose only 2.2%.

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Tax Deadline Updates

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Tax Deadline Updates

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How to Fit the Kids’ College into Your Financial Plan

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How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to pay dividends, the amount owed can seem insurmountable.

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Quarterly Market Outlook Highlights: Q2 2021

Videos

Quarterly Market Outlook Highlights: Q2 2021

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Market Commentary: S&P Shows Strong Growth as Housing Prices Continue to Climb

Market Commentary

Market Commentary: S&P Shows Strong Growth as Housing Prices Continue to Climb

 S&P 500 earnings are exceeding elevated expectations. Before earnings season began, S&P 500 earnings were expected to grow 23.6% as businesses rallied from lower earnings during the COVID shutdowns from one year ago. Based on the first quarter of companies reporting, earnings are now expected to grow more than 33.8%, and revenue is now expected to rise 7.5%.

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Market Commentary: Initial Jobless Claims at the Lowest in a Year, Retail Sales Surged

Market Commentary

Market Commentary: Initial Jobless Claims at the Lowest in a Year, Retail Sales Surged

 The U.S. economy seems to be returning to firmer footing based on economic data released last week. Initial jobless claims fell to 576,000 and are the lowest they have been since mid-March 2020. The number of people receiving some form of government jobless support dropped from 18.2 million to 16.9 million, based on data from three weeks ago.

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Using a Tax Refund to Fund an IRA…in 5 Easy Steps

Blog

Using a Tax Refund to Fund an IRA…in 5 Easy Steps

What does the basic process entail? An income tax refund can be directly deposited to an IRA up to the annual contribution limit. The contribution limit is $6,000 ($7,000 for individuals age 50 or older) for 2020 and 2021. It can also be split among multiple accounts.

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Top 10 IRA Rollover Mistakes

Blog

Top 10 IRA Rollover Mistakes

IRA-to-IRA Rollovers and Roth IRA-to-Roth IRA Rollovers Mistakes: Using 60-day IRA rollovers instead of using transfer to move IRA funds. Once-per-year rule is for all IRAs and Roth IRAs IRS has no authority to correct these mistakes.

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