VIDEO: IRMAA
Carson Wealth’s Jon Read, CFP®️, ChFC®, AIF® Partner, Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss what IRMAA is and how to avoid additional premium costs with IRMAA.
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What to Do 1, 5 and 10 Years Before Retirement with Your Money
by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP® Regardless of whether you plan to retire in 10 years, or are shooting for early retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money.
What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation
By Jamie Hopkins, Managing Partner, Wealth Solutions The next wave of retirement planning reform is headed for shore.
Market Commentary: Fed Officials Indicate Faster Pace, Steeper Hikes for Interest Rate Increases
Initial jobless claims reached their lowest level since September 1969. Continuing claims fell to 1.35 million and reached their lowest level since 1970. The labor force was half as large then as it is today. Concerns about inflation, excess demand, and uncertainty about Russia’s attack on …
Emerging Financially Healthy After a Gray Divorce
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
Provide Parents Help While Taking Care of Yourself
Beth Schanou, Senior Wealth Planner Finances can be difficult to talk about – especially with your parents when they need your financial help.
Market Commentary: To Combat Inflation, Fed Plans 6 More Interest Rate Hikes, Surprising Investors
The Federal Reserve both met expectations and surprised investors at the same time last week. As expected, the Fed raised rates 0.25%, beginning to unwind the sharp rate reductions it implemented to protect the economy during the early stages of COVID-19. The surprise was the announced inte …
