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When Should You Collect Social Security

Videos

When Should You Collect Social Security

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, to learn more about when is the right time to collect social security.

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Thinking of Social Security as Our Biggest Asset

Blog

Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

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Market Commentary: S&P 500 Doubles From Its Pandemic Low; U.S. Retail Sales Decline

Market Commentary

Market Commentary: S&P 500 Doubles From Its Pandemic Low; U.S. Retail Sales Decline

The benefits provided by recent stimulus packages seem to be fading. U.S. retail sales dipped 1.1% last month and have now declined in two of the last three months [Figure 1]. Declines in motor vehicle and online purchases led the fall. Restaurant sales grew 1.7% in July and continue to rebound. Federal Reserve minutes indicated the economy looks strong enough for the central bank to taper bond purchases in coming months.

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You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

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You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.

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Ep 19: You’ve Got This Babe – Learn to Say No

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Ep 19: You’ve Got This Babe – Learn to Say No

We find that many women have trouble telling people no in many aspects of life. Whether it’s giving money to children, or taking care of a family member, many women worry about disappointing those around them and will put themselves in uncomfortable situations for the sake of others. On today’s show, we talk about the art of saying no, steps to put your well-being first, and how to incorporate these practices into your financial life. Subscribe To The Show On Your Favorite App:

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Market Commentary: Inflation Surge Loses Steam, Job Openings Continue to Increase

Market Commentary

Market Commentary: Inflation Surge Loses Steam, Job Openings Continue to Increase

Core inflation moderated significantly last month, rising only 0.3% after jumping 0.9% in June. Used vehicle prices, which rose 10.2% in June, increased only 0.2% in July. Core CPI excludes food and energy prices, which rose 0.7% and 1.5% respectively. Those two categories propelled overall inflation 0.5% higher, down from 0.9% last month.

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The Right Time For a Roth Conversion

Videos

The Right Time For a Roth Conversion

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, to learn more about when is the right time for a roth conversion.

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You’ve Got This Babe – Learn to Say No

Blog

You’ve Got This Babe – Learn to Say No

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor As a woman, when was the last time you said no to someone, or said yes to your own detriment?  I know that many times I have said yes to loaning money to a friend or family member, volunteering, to  large family purchases just to regret my answer and suffer unwanted consequences. 

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Market Commentary: Restaurants, Bars Lead Hiring Surge as Unemployment Drops, Wages Rise

Market Commentary

Market Commentary: Restaurants, Bars Lead Hiring Surge as Unemployment Drops, Wages Rise

 A strong U.S. employment report was the top market event last week. Payrolls surged 943,000, and the prior two months were revised higher by 119,000 (Figure 1). Restaurants and bars continue to rehire workers as activity expands. The leisure and hospitality segment, which includes eating establishments, added 380,000 jobs.

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Ep 20: What Retirement Are You Living For

Blog

Ep 20: What Retirement Are You Living For

Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do. Subscribe To The Show On Your Favorite App:

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