Three tips for giving smart from the heart.
GROOMSWEALTH.COM
Charitable Giving: Smart from the Heart
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
GROOMSWEALTH.COM
The Junk Drawer Approach to Investing
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
GROOMSWEALTH.COM
Insurance Needs Assessment: When You're Newly Married
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
GROOMSWEALTH.COM
Inflation & Your Money
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
GROOMSWEALTH.COM
Money Draining Food Myths
What does it actually cost to raise a child? You might be surprised.
GROOMSWEALTH.COM
The Half Million Dollar Baby
MESSENGER
Scott Grooms, CFP updated their info in the about section.
Scott Grooms, CFP updated their address.
Scott Grooms, CFP updated their website address.
MESSENGER
Scott Grooms, CFP updated their info in the about section.
Do you have what you need to retire your way? Have you thought about what life will be like without a nine-to-five and a paycheck?
Check out our Retirement Readiness Quiz to get an idea of your financial preparedness in only a few minutes. https://buff.ly/2TLx0Ms
Scott Grooms, CFP updated their phone number.
A lot has changed since your parents retired. Download our complimentary resource, “Living in Retirement,” to see how you can prepare for this life transition.
You’ll learn about:
– Tax issues in retirement
– Risk management
– Life transitions and what to expect
– And much more!
Download it here: https://buff.ly/2MwxW9s
Our new blog “5 Things to Watch in the First Quarter of 2021” helps us sort through questions many investors have about the economy.
- How will quarantine habits affect consumer behavior in the future?
- What will the long-term fallout of economic uncertainty look like?
- How will a trade relationship with China affect our financial future?
- And more!
Read it here: https://buff.ly/3olUgji
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What might the economy look like in 2021? Vaccine distribution, changes in Washington and market recovery will all take effect as the implications of 2020 continue to unravel. Scott Kubie, Senior Investment Strategist at Carson, joined us for a Quarterly Market Outlook to talk through these important issues and help us plan for the future.
Follow the link to watch the discussion at your convenience:
BUFF.LY
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Our new blog “5 Things to Watch in the First Quarter of 2021” helps you sort through questions many investors have about the economy.
– How will quarantine habits impact consumer behavior in the future?
– What will the long-term fallout of economic uncertainty look like?
– How will a trade relationship with China affect our financial future?
– And more!
Read it here:
CARSONWEALTH.COM
5 Things to Watch in the First Quarter of 2021
Many of us wonder how a new administration might affect our financial strategy and retirement plans. We discuss this in our on-demand webinar: “How the Biden Administration Could Impact Retirement and Tax Planning. ”
We look at:
– How COVID relief packages could affect the markets
– What a change in power in D.C. might mean for tax policy for individuals and corporations
– How student loans could affect young professionals and how changes to Social Security could affect retirees
– What regulatory reforms might be on the horizon
– And more!
Watch it here:
CARSONWEALTH.COM
Webinar: How the Biden Administration Could Impact Retirement and Tax Planning | Carson Wealth
Our new blog “5 Things to Watch in the First Quarter of 2021” gives guidance to investors as we close out a difficult year and look forward to the next. We look at:
– Changes in investor and consumer behavior because of COVID-19
– Market volatility
– An uncertain relationship with China
– The effect of vaccine distribution on the economy
– And more!
Read it here:
CARSONWEALTH.COM
5 Things to Watch in the First Quarter of 2021
President Biden has come to Washington and brought a different economic and political approach with him. What will this mean for everyday investors? What will it mean for the markets at large?
Let’s take a closer look during our on-demand webinar, “How the Biden Administration Could Impact Retirement and Tax Planning.” We discuss:
– Changes to tax structure that could affect the economy
– Continued policy measures to try to repair the impact of COVID-19
– Biden’s “bottom-up” approach to economics and how that could affect investors
– And much more!
Follow the link to watch the discussion at your convenience:
CARSONWEALTH.COM
Webinar: How the Biden Administration Could Impact Retirement and Tax Planning | Carson Wealth
In the markets, fundamentals have been looking good, and the frenzy will pass soon enough. Let’s look at how a short squeeze works and how fundamentals really move the needle. Read more:
CARSONWEALTH.COM
Market Commentary: Understanding 'Short Squeezes' and Last Week's Intense Market Demands
Equity markets responded positively last week to the news of additional stimulus and the Fed keeping interest rates low. For most economists, the vaccine continues to be the biggest hope for recovery. Get the full market commentary here:
CARSONWEALTH.COM
Market Commentary: Federal Interest Rates Remain Low with No Increases Planned | Carson Wealth
Tax season is quickly approaching – even after a strange year. 2020 offered business owners special opportunities to protect your wealth and your employees. This article looks at tax planning in:
– The 199a deduction
– COVID provisions and relief and other unique opportunities this year
– 401(k) plan options for small businesses
Read it here:
BUFF.LY
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Tax planning for business owners can help you reduce the tax hit for your business as well as your employees. The CARES Act and other provisions have offered financial support for individuals and businesses that you can work into your strategy before April 15. Read our newsletter for the details:
CARSONWEALTH.COM
Tax Tips for Business Owners in a COVID World
Equity markets responded positively last week to the news of additional stimulus and the Fed keeping interest rates low. For most economists, the vaccine continues to be the biggest hope for recovery. Get the full market commentary here:
CARSONWEALTH.COM
Market Commentary: Federal Interest Rates Remain Low with No Increases Planned | Carson Wealth
What might the economy look like in 2021? Vaccine distribution, changes in Washington and market recovery will all take effect as the implications of 2020 continue to unravel. Scott Kubie, Senior Investment Strategist at Carson, joined us for a Quarterly Market Outlook to talk through these important issues and help us plan for the future.
Follow the link to watch the discussion at your convenience:
CARSONWEALTH.COM
Webinar: Quarterly Market Outlook, First Quarter 2021 | Carson Wealth
The CARES Act and other government measures have made this a unique tax year, and our 2021 Tax Planning Checklist can help you plan with confidence. Remember, tax planning, not simply tax preparation, is the way to optimize your financial picture. Download our tax planning checklist here: https://buff.ly/2Nl0l2C
It’s time to think about taxes. Learn how COVID-19 affected the tax picture this year during our on-demand webinar, “What You Need to Know for the Upcoming Tax Season.”
During this on-demand webinar, we go over:
– How the coronavirus and extreme volatility impacted your taxes
– How the right tax planning process can help you be tax efficient
– How to be strategic about payments and refunds
– And more!
Follow the link to watch the discussion at your convenience:
CARSONWEALTH.COM
Webinar: What You Need to Know for the Upcoming Tax Season | Carson Wealth
What does it mean to lead? What does it mean to be an American? These questions are sharpened by every generation. Reflective days like Presidents Day help us to remember those who led our nation and to look toward the future with hope.
The markets are closed today in observance.
Do you have a ring in your pocket this Valentine’s Day? Many new families find their start on the day of hearts and chocolate. For new families, it's important to talk about that ever-important budget. Learn more with our free guide: https://buff.ly/3abMLHV
Tax planning for business owners can help you reduce the tax hit for your business as well as your employees. The CARES Act and other provisions have offered financial support for individuals and businesses that you can work into your strategy before April 15. Read our newsletter for the details:
CARSONWEALTH.COM
Tax Tips for Business Owners in a COVID World
Income tax strategy, retirement funding, estate planning – there’s a lot to keep in mind when you’re planning for taxes. Download our Tax Checklist to help you keep it all straight this tax planning season: https://buff.ly/2Nl0l2C
Americans took their stimulus checks to department stores, restaurants and hardware centers to make home improvements. Couple this with effective vaccine distribution and recovery might just be on the way. Read our update here:
CARSONWEALTH.COM
Market Commentary: Inflation Remains Low, S&P 500 Earnings Continue to Be Strong
Tax planning as a business owner can help reduce the tax hit for your business as well as your employees. The CARES Act and other provisions have offered financial support for individuals and businesses that you can work into your strategy before April 15. Read this piece for the details:
CARSONWEALTH.COM
Tax Tips for Business Owners in a COVID World
Our 2021 Tax Planning Checklist can help you protect your wealth this year. We’ll look at:
– Income tax planning
– Retirement funding
– Charitable giving
– And more!
Develop your tax plan with intention and clarity, don’t just file and hope for a good return. Download it here: https://buff.ly/2Nl0l2C
Although many of us would like to pack 2020 into a box and move forward, we still have one more thing to check off our list: taxes. Learn how COVID-19 affected the tax picture this year during our on-demand webinar, “What You Need to Know for the Upcoming Tax Season.”
During this webinar, learn more about:
– How to be tax efficient today
– How volatility affected taxes and the markets
– How to plan ahead for payments and refunds
– And more!
Watch here:
CARSONWEALTH.COM
Webinar: What You Need to Know for the Upcoming Tax Season | Carson Wealth
A global pandemic, an economy-shaking quarantine, a presidential election, and a cascade of legislation that affected the tax picture – it’s been a strange year financially. With so many changes, here’s a look at what you may need to think about when you’re planning your taxes this year. https://buff.ly/2Nl0l2C
Are your portfolio and business tax efficient? Are you ready to plan, not just prepare, this tax season? Check out our free guide on tax planning to learn tax tips for:
– Retirement funds
– Asset location
– Roth conversions
– Estate planning
– And more!
Download it here: https://buff.ly/3nFnQA6
Inflation remains under control, and unemployment is finally abating. We showed our talent for spending money as stimulus checks drove up lagging retail and food service sales. What might recovery look like? Read more here:
BUFF.LY
Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles
Tax planning, not just tax preparation, can protect your wealth and help it grow. Check out our free guide for 10 tax tips that often fall through the cracks. Read it here: https://buff.ly/3nFnQA6
Carson’s Senior Wealth Planner Krista Thompson gives us insight on tax planning for this year, and how your financial activity can translate into tax savings. She looks at the tax discussion around:
– Retirement plan contributions
– Charitable giving
– The CARES Act
– And more!
Read it here:
CARSONWEALTH.COM
How to Finish Strong this Tax Planning Season
Tax season is in full swing, but there’s still time to make adjustments. Our on-demand webinar walks through ways to reduce your taxes before you file this year. We discuss:
– Retirement plan contributions
– Executive compensation strategies
– Charitable giving strategies
– Estate and gift tax planning
– And more!
Follow the link to watch the discussion at your convenience:
CARSONWEALTH.COM
Webinar: Ways to Reduce Your Taxes Before You File This Year | Carson Wealth
Our new blog, “How to Finish Strong this Tax Planning Season,” gives guidance on how to optimize your tax return. We look at:
– How stimulus checks relate to taxes
– What you can still do for the 2020 tax year
– How charitable giving can reduce your tax footprint
– And more!
Learn more here:
CARSONWEALTH.COM
How to Finish Strong this Tax Planning Season
The stimulus package drove up personal income in January, causing a spike in goods spending and the personal savings rate. Our update looks at this ripple effect and how another stimulus package might impact it. Read it here:
CARSONWEALTH.COM
Market Commentary: Vaccine Distribution, Stimulus Package Driving Economic Growth Estimates
This tax year is unlike most, thanks to the CARES Act and other government measures. Make sure you’re maximizing the opportunities available to you as you file your return. Check out our 2021 Tax Planning Checklist to learn how to make the most of this tax season.
Remember, tax planning is often more fruitful than standard tax prep. https://buff.ly/2Nl0l2C
Job growth numbers are up, the stimulus bill is making its way through Washington, and U.S manufacturing reached a post-COVID high. Our update looks at the details of the rebound and its trajectory:
CARSONWEALTH.COM
Market Commentary: Monthly Job Growth Exceeds Expectations, New Stimulus Bill Advances
Americans venture out as vaccine distribution continues and restrictions start to lift, making for huge job growth at restaurants and bars. Our update looks at this shift and what it might mean in the near future:
CARSONWEALTH.COM
Market Commentary: Monthly Job Growth Exceeds Expectations, New Stimulus Bill Advances
You’ll want to take advantage of the tax opportunities even a year like 2020 has to offer. Instead of dropping off a shoebox of receipts and hoping for a return, be intentional about maximizing returns and protecting income. Check out our Tax Planning Checklist here: https://buff.ly/2Nl0l2C
Tax season is upon us! But there’s still time to optimize your plan and potentially reduce your tax footprint. Our on-demand webinar “Ways to Reduce Your Taxes Before You File This Year” helps answer your questions:
– Can you still make retirement plan contributions?
– How could executive compensation strategies help you?
– Did you do any charitable giving this year that you could deduct?
– And more!
Register here to watch it at your convenience:
CARSONWEALTH.COM
Webinar: Ways to Reduce Your Taxes Before You File This Year | Carson Wealth
It’s never too early to start planning for retirement as a small business owner. Join Carson’s Director of Retirement Research Jamie Hopkins during our on-demand webinar, “Maximizing a Retirement Plan as a Small Business Owner.” We go over:
– Roth vs. traditional accounts
– Backdoor Roth
– After-tax contributions
– Reducing taxes
– Employee retention and attraction
– Liability-proofing your savings
– And more!
Follow the link to watch the discussion at your convenience:
CARSONWEALTH.COM
Webinar: Maximizing a Retirement Plan as a Small Business Owner | Carson Wealth
The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.
We dive into five key points of the stimulus package and how the bill’s provisions might impact you and your loved ones.
Read “Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package” here:
CARSONWEALTH.COM
Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package
New stimulus checks are making their way to many Americans, hopefully driving up economic activity. Job growth seems to reflect this movement, as openings increased and unemployment fell. Our update looks at the details:
CARSONWEALTH.COM
Market Commentary: Biden Signs Stimulus Bill, U.S. Surpasses 100 Million Vaccine Doses, Recovery Continues
Which retirement plan is the right fit for your company? Our comparison chart looks at the basics of the plans, so you can see which matches the dynamic of your business, as well as the wealth journey of your employees. Download it here: https://buff.ly/38uFRwb
Read “Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package.” You'll learn the key points of the stimulus package and how the bill's provisions might impact you and your loved ones. https://buff.ly/3eSbUtI
Severe weather contributed to slowing retail sales in February after a January surge in stimulus spending. Meanwhile, the word from Washington seems to indicate no interest rate hike till next year or later. As we dig ourselves out from the weather fallout and the quarantine economy, there’s much to discuss. Check our update for the details:
BUFF.LY
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Your retirement plan is one of the most powerful investment vehicles in your life, and it’s important that you have the right fit – for you and for your employees if you’re a business owner. Our chart looks at the basic plans side-by-side, comparing contribution structure, access to funds and more. Download the resource here: https://buff.ly/38uFRwb
Small business owners: Retirement may not be in your near future, but you can never start planning too early. Check out our on-demand webinar: “Maximizing a Retirement Plan as a Small Business Owner.”
During this webinar, we discuss:
– Roth vs. traditional accounts
– Backdoor Roth
– After-tax contributions
– Reducing taxes
– Employee retention and attraction
– Liability-proofing your savings
– And more!
Register here to watch at your convenience:
CARSONWEALTH.COM
Webinar: Maximizing a Retirement Plan as a Small Business Owner | Carson Wealth
Our latest blog looks at the key points of the $1.9 trillion American Rescue Plan, including:
– Rebate checks
– Child tax credit increase
– A tax break for unemployment income
– Extended unemployment benefits
– Student loan forgiveness
Read about how these provisions could impact you and more here:
CARSONWEALTH.COM
Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package
