What Happens When Your Tax Preparer and Your Financial Advisor Don’t Talk to Each Other
Most people have a CPA and a financial advisor working in completely separate silos. You meet with your advisor to discuss investments and your CPA to file your taxes. But what happens when these two professionals never actually speak to each other? That gap can end up costing a significant …
The 3-Lane Highway Approach to Financial Planning
Do you ever stop to consider if you’re getting the best financial advice? Are you receiving advice focused on solving your known—and unknown—problems? Are you on the road to living your fullest life? For many individuals and families, the answer is unclear. That’s because financial guidan …
Designing a Financial Future You Both Love
Money and marriage (or any long-term partnership) are deeply connected—even if you never talk about it out loud. As Wealth Advisor Kevin Engbers, CFP®, CEO & Founder, puts it, retirement planning isn’t just about “dollars and decimals.” It’s about two people choosing the kind of life th …
Webinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
What Documents You Should Provide to Your Tax Preparer
It’s February, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is, often, “Everything.” But that isn’t helpful, nor is it entirely true. And this year, thanks to the passage …
Webinar: A Proactive Approach to Tax Planning
Are you ready to become wiser about your wealth? Learn about smart tax planning in A Proactive Approach to Tax Planning: Safeguarding and Growing Your Lifetime Wealth, now available for viewing. In this on-demand webinar, Carson’s Managing Partner and Chief Tax Strategist Debbie Taylo …
Tax Law Changes that Could Affect Your Return This Tax Season
It’s that time of year again! W-2s, 1099s, and mortgage statements have begun to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front, with one big (beautiful) exception: The One Big Beautiful Bill Act (OBBBA), whic …
Building Stability on Unstable Income: A Fresh Approach to Financial Planning for Entrepreneurs, Farmers & the Self-Employed
For entrepreneurs, farmers, realtors, and anyone living on variable income, money management often feels like riding a roller coaster you didn’t intentionally get in line for. Some months are flush. Others are frighteningly thin. And unlike the traditional advice designed for W-2 earners wi …
Why Bucketing and Diversification Matter More Than You Think
If you’ve watched the markets for more than five minutes, you’ve probably felt it: excitement when something’s “taking off,” anxiety when everything turns red, and that nagging fear that you’re either missing out or about to lose your shirt. Most investors know they’re supposed to be divers …
The Progression of Financial Planning Through Every Decade of Your Life
Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.
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2026 Calendar: Key Tasks & Financial Dates
Tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.
