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4 Pitfalls of Not Having a Financial Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

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Staying Strong During Market Uncertainty

Watch this webinar hosted by Carson’s Jamie Hopkins, Managing Partner, Wealth Solutions, and Burt White, Managing Partner and Chief Strategy Officer, as they obtain valuable insights into staying strong during market uncertainty.

What to Do About Inflation’s Impact on Your Finances

By Craig Lemoine, Director of Consumer Investment Research   Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50.   The difference of $7.50 re …

How to Remain Calm in a Tumultuous Market

The stock market can be easily compared to riding a rollercoaster. It rises, it falls — all with a wild rush.  When the market experiences those dips though, anxiety has a tendency to settle in. In early 2022, the markets dropped sharply, then quickly rebounded.  It’s a wild ride of emotion …

3 Ways to Prepare for Next Tax Season

Take a deep breath, tax season is over. You’re either walking away with a check in hand or a little less in your bank account. Either way – before you put this tax season behind you, let’s get better prepared for next year.

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