Insights

Filter by:

Blog

The Importance of Creating Your ‘my Social Security Account’ Today

Published by Kate Moss

No matter how old you are today, you should create your ‘my Social Security Account’, which is the online service provided by Social Security Administration (SSA). ‘What? Why would I want to do that?’ you ask.

We understand that you may only be 25 years old and think that you might not even have a Social Security benefit when you retire. Or you’re 42 years old and retirement is still 25+ years away. As it only takes a few minutes, you shouldn’t procrastinate since it will save you potential frustrations years from now.

Read more

weekly market commentary

Market Commentary

Weekly Market Commentary May 13, 2019

The S&P 500 dropped 2.1% last week as optimism that the U.S. and China will reach a trade deal was beaten down by additional tariffs and accusations of backing away from agreed-on compromises. The global MSCI ACWI slid 2.5%. Read more

retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

Blog

Retirement Planning: What Are You Waiting For?

By Jake Bleicher, Equity Analyst, CFA®

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more

unemployment weekly market commentary

Market Commentary

Weekly Market Commentary May 6, 2019

The news in the last seven days has challenged the hopes and assumptions of some investors. Many hoped the Federal Reserve would signal an interest rate cut this year to combat weak inflation reports. The Fed signaled a cut is unlikely if growth remains decent in the press conference following the meeting. Read more

Financial Advising, taxes, tax refunds

Monthly Newsletters

4 Ways to Make the Most of Your Tax Refund (and What Yours Says About You)

If you’ve worked in business, healthcare, ministry or almost any corporate entity in the last generation, chances are good you’ve taken a personality test – perhaps even a few. You found out you’re an ENFP or an INTJ or an Otter/Lion, or a Steady Wing 2 who needs to focus on your Bright Side. These tests tell you how you digest information, how you play with others and often things you didn’t know about yourself. Read more

retirement security

Blog

Future Funding of Social Security Is A Pivotal Piece To Retirement Security

By Jamie Hopkins

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits. Read more

Market Commentary

Weekly Market Commentary April 29, 2019

The S&P 500 climbed 1.2% last week, and the index rallied to an all-time high even when dividends are excluded. Continued optimism the U.S. and China will reach a new trade deal and solid earnings helped support the move to new highs. Read more

Blog

Four Commonly Overlooked Aspects of Social Security in Retirement Income Planning

Published by Scott Danek

In retirement income planning, Social Security can be very important to your financial plan.  You should know about these four commonly overlooked aspects to maximize your Social Security and your retirement income. Read more

Market Commentary

Weekly Market Commentary April 22, 2019

It was a quiet week for investors, as none of the three major indexes we track moved significantly. The S&P 500 eased 0.1% lower during the holiday-shortened trading week. Read more

Videos

Q2 2019 Quarterly Market Update

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. Read more