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How the CARES Act Affects You

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How the CARES Act Affects You

Congress recently passed the largest economic relief package in history. While you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S. Learn more about the overall impact of the new laws. Click Here to Watch the Webinar

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Understanding the Market Situation and the Opportunities Ahead

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Understanding the Market Situation and the Opportunities Ahead

These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar

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Managing the Ups and Downs of the Market – And Your Emotions

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Managing the Ups and Downs of the Market – And Your Emotions

Emotions run high when the market dips low. Market volatility can cause stress and uncertainty in many investors, and trying to remove your emotions from the decision-making process won’t play out in the long-term. Managing the ups and downs of the market begins with managing the ups and downs of your emotions. Watch this webinar with Director of Retirement Research Jamie Hopkins, Esq., MBA, LLM, CFP®, ChFC®, CLU®, RICP®, to learn more. Click Here to Watch the Webinar

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Debra Taylor – Important Client Message On the Coronavirus

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Debra Taylor – Important Client Message On the Coronavirus

Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager and Founder of Taylor Financial Group, speaks about the impacts of the coronavirus and shares a special message with her clients on how to move forward.

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Quarterly Market Outlook: Q1 2020

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Quarterly Market Outlook: Q1 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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December 9, 2019: Wealth Matters: “Working vs. Retirement and Tax Planning”

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December 9, 2019: Wealth Matters: “Working vs. Retirement and Tax Planning”

There are tools that you want to put in place in your 20s so that you are prepared for your 50s and 60s. Planning you can do ahead of time allows you to have more runway to plan properly. Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty. Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and...read the full article

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December 3, 2019: Wealth Matters: “6 Ways to Diversify Your Portfolio”

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December 3, 2019: Wealth Matters: “6 Ways to Diversify Your Portfolio”

Debbie offers advice on ways to diversify your portfolio. Start the new year right! For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.

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October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”

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October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”

Can you believe it’s already that time? Neither can we! Now is the time to examine your financial health and update your financial plans. Debbie offers advice on some important things to review that might make a difference in your year-end review and plans for next year. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.

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October 21, 2019: Wealth Matters: “6 Things to Do When Approaching Retirement”

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October 21, 2019: Wealth Matters: “6 Things to Do When Approaching Retirement”

Today, Debbie gets into all things about investing and wealth. Listen for tips on how to avoid the retirement tax time bomb and keep your money in retirement. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.

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Quarterly Market Outlook: Q4 2019

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Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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