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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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The Importance Of Checking Your Social Security Statement For Accuracy

A couple of years ago I was reviewing my Social Security statement and noticed something odd: I had earnings for 2021 and 2022, but none for 2020. Now, as a small business owner it IS possible to have zero earnings for a given year if your business lost money, but this was not the case. …

4 Moves You Can Make with Your Old 401(k)

By Matt Kory, Vice President, Retirement Programs   Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment …

Facts Vs Feelings Take 5 – Why This Isn’t a Bubble

Stocks are hitting all-time highs. Everything seems a little too good … are we in a bubble? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include:   Valuations are high due to increased profitability  The economy is st …

Your Retirement Planning Starter Pack

Although there are some basic guidelines, your financial life is as unique as your fingerprint. Your lifestyle, goals, family situation, risk tolerance and even your wildest dreams will give a unique signature to your portfolio. Let’s look at a few of the starting points today for a healthy …

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