A tense debate, the president's health status and the upcoming election make for big political headlines. How do these headlines affect the markets? Let's discuss: https://conta.cc/34v20aC
A little self-knowledge can go a long way. Knowing your goals, your style and your hopes for investing will help you understand your starting point. You don’t need exact figures or documents on hand – this is a simple questionnaire based on your gut reactions. The results will give you some crucial understanding of your personal financial profile. https://conta.cc/3kPT5ay
A little self-knowledge can go a long way. Knowing your goals, your style and your hopes for investing will help you understand your starting point. You don’t need exact figures or documents on hand – this is a simple questionnaire based on your gut reactions. The results will give you some crucial understanding of your personal financial profile. https://conta.cc/3kPT5ay
Setting up an estate plan for your loved ones that’s clear and simple is easier than you think! Start the conversation. Download our complimentary financial planning resource, “Estate Planning Simplified,” here: https://conta.cc/2HBFogV
Charitable gifts can make a significant impact on your community and your tax situation – especially this year.
Watch our on-demand webinar “Charitable Gift Planning Strategies for 2020” to learn more about:
– Gift taxes in 2020
– Charitable impacts
– Why people give
– Charitable giving techniques
– Charitable tools you can use
– The impact on QCDs
– And more!
You can watch this webinar here at your convenience: https://conta.cc/2Gd8Klr
Regardless of your age, estate size or marital status, you have a need for estate planning. Learn the basics of wills and trusts. https://conta.cc/2HBFogV
We all can agree that 2020 has been strange. Our perspective hasn’t been shifted – it’s been sucker-punched, forcing us to look at ourselves and our lifestyles like never before. Can we use this disruption to our normal routines to learn more about ourselves?
Read “Thanks, Granny: Money Quirks (Good or Bad) Can Be Inherited” by Erin Wood, Vice President of Wealth Planning with our partners at Carson, to see how your life story affects your money story. https://conta.cc/33UI02n
In a year like no other, how is your estate plan? Join us October 15 for an informative webinar to look at how you can prepare your legacy in uncertain times and look toward the future with confidence.
We’ll cover:
– How the Tax Cuts and Jobs Act and other government changes can affect your estate plan
– The importance of digital estate planning
– How to start a confident estate plan, no matter your level of wealth
– And much more!
Register for “Estate Planning in 2020: here: https://conta.cc/3lNQMFz
As optimism grows around a potential second stimulus package, the stock markets responded with a nice rally to end the week. https://conta.cc/3117bOS
The SECURE Act has changed a lot about inherited IRAs, removing the “stretch” option and drastically adjusting the distribution schedule.
Check out our SECURE Act RMD calculator for distributions on inherited IRAs and our guide, “Making Sense of RMDs.” https://conta.cc/3jevcZx
Phishing, spear-phishing, whaling – online financial scams are aimed at everyone from the general population to the high-net-worth crowd. Our newsletter can help you spot and avoid them.
Are you protected during this vulnerable year? Is your technology – personal and professional – optimized for defense? Do you know what to look for?
Read our newsletter here: https://conta.cc/3jzOqt7
2020 has thrown us some curveballs. In the face of uncertainty, it's important to understand how you can maximize your tax efficiency with the tools available to you. Enter donor-advised funds.
If you’re charitably inclined, you need to familiarize yourself with this important planning tool: https://conta.cc/2GrCvza
2020 has been one for the record books, to say the least! Join us for our Quarterly Market Outlook webinar, where we’ll discuss the year so far and look at what the final act might entail.
Scott Kubie and Sonu Varghese, Senior Investment Strategists at Carson Group, will cover:
– The effects of prolonged volatility on the markets
– Major trends in 2020 and what those might mean for the future
– The upcoming election and how that could change the picture
– And what to do about it!
Join us Thursday, October 22, at 3 p.m. CT: https://conta.cc/2HesplE
Spent your stimulus check yet? Hobbies, books and music sales show gains as Americans invest in “normal” life. But long-term recovery will take medical and financial innovation. https://conta.cc/35hzbz5
Let’s look at some common characteristics of online financial scams and how you can protect yourself, your family and your business from fraud.
We dive into:
– How scammers work in the digital world
– Specific schemes at play during COVID-19
– How to protect yourself online through simple habits and more elaborate defenses
Learn how to protect your accounts: https://conta.cc/3jzOqt7
Mom was a spender, dad was a saver – we all have these memories and stories in our lives. How does that narrative shape your financial habits and perspectives? Read about it here: https://conta.cc/33UI02n
Have you reviewed your estate plan as 2020 comes to a close? Some of the rules and coordinates have changed. Join us TODAY at 2 p.m. CT. for our webinar “Estate Planning in 2020” to make sure your legacy is on track.
We’ll explore:
– Changes to the federal estate tax exemption and other tax details
– How to build flexibility into your estate plan
– How to start a confident legacy plan, no matter your level of wealth
– And much more!
Register here: https://conta.cc/3lNQMFz
Want to see what it looks like to finally show significant recovery from the virus? Look at China – the road is long and nowhere near straight. Let’s look at how recovery might go for the U.S.: https://conta.cc/3jxTBc0
PANGEAWEALTH.COM
Market Commentary: Unemployment Continues Slow Recovery as U.S. Corporations Beat Earnings Expectations
Are you a saver or a spender? Are you worried about money even though you’re comfortable financially? What’s the bill you must pay to be able to sleep at night? Read here to see how your family history left its stamp on your financial habits: https://conta.cc/33UI02n
How does the occupant of the White House affect the exchange floor in New York? What about the party that holds the majority in Congress? The relationship is complex, and this election is complicated to say the least.
From the effect on the market to the potential tax implications, we cover it here: https://conta.cc/3jdHJf5
2020 comes with questions. What will the long-term effects of the economic shutdown look like? How will the election affect this? How do we recover? Join us for our Quarterly Market Outlook to look at the end of a year like no other.
We will cover:
– How an unprecedented year has left the markets
– How volatility affects investor behavior
– Macroeconomic trends and volatility in 2020
– And much more!
Sign up to join us TODAY at 3 p.m. CT: https://conta.cc/2HesplE
The tax landscape, and therefore the financial landscape, can shift when elections happen. But it may not look like what you think. Here's a historical look at the relationship between Wall Street and Washington and what to watch for after November 3: https://conta.cc/3jdHJf5
Trick-or-treating might look a little different this Halloween – we wish you a safe and festive holiday.
Your Pangea Wealth team is taking end-of-the-year appointments, so check in before the holidays are in full swing!
All eyes will be on Washington next week. How will the outcome of the election affect your investments and portfolio? The relationship is complicated.
We take a historical look at how elections and the political pendulum has affected the markets, then shift our focus to what next week's election could mean for the economy.
Get informed. Read it here: https://conta.cc/3jdHJf5
Many of us wonder what the financial implications of November 3 might be for our country and our financial and retirement plans. We dig into this important topic during our webinar, “Elections and Investments.”
We’ll go over:
– How elections have affected – and not affected – the markets in the past
– How the election could impact income taxes, retirement savings and Social Security
– And more!
Join us TODAY at 3 p.m. CT: https://conta.cc/3mqUSUo
You cast your ballot, but how will that affect your wallet? Read here for a history of the relationship between Wall Street and Washington and what to watch for after November 3: https://conta.cc/3jdHJf5
Many wonder what the financial implications of November 3 might be for our country and our personal investing and retirement plans.
Our “Elections and Investments” webinar engages these crucial questions:
– How could the markets react to the election?
– Do markets prefer a blue or red wave?
– What regulatory reforms could a new administration bring?
– What will the future of Social Security look like?
– What might a change in D.C. mean for tax policy?
Join us Thursday, October 29, at 3 p.m. CT. Save your spot here: https://conta.cc/3mqUSUo
Learn more about the complex relationship between Wall Street and the White House, including:
– The history of the markets under each party
– The effect, or lack of effect, that important political issues have on the financial details
– How and why to hold onto your plans and goals no matter who’s in the Oval Office
– And much more!
Read the insights here: https://conta.cc/3jdHJf5
We salute our veteran heroes today! Thank you for your service – and for ensuring our freedom for tomorrow.
What are the financial implications of Election Day for our country, our investments and our retirement plans? Let’s talk about it during our special post-election webinar on November 12.
We'll go over president-elect Joe Biden’s plans for the country, including:
– The future of Social Security
– Changes to the tax system
– Potential capital gains changes
– Estate planning and his 401(k) proposal
– How the markets might react to election news – and why you should stay the course
Register here to join us: https://conta.cc/2UcMNGx
With the election in the rearview mirror, the markets are performing well. Meanwhile, a potential COVID-19 vaccine is progressing and creating optimism. Get your Weekly Market Commentary here: https://conta.cc/35evJXd
PANGEAWEALTH.COM
Market Commentary: COVID-19 Vaccine Shows Positive Results and Market Soars Even After Tight Election
Politics and the stock market have a strange, multi-dimensional relationship. But it doesn't always matter which party is in charge – both in the White House and in Congress. Take a look at the historical relationship between Washington and the markets: https://conta.cc/3jdHJf5
The election is over and that leaves many of us wondering about the future. If policies change, how will markets react? How will the election affect economic recovery? We covered it last week in our on-demand webinar, “Elections and Investments.”
We discussed:
– How elections have affected – and not affected – the markets in the past
– How the election could impact income taxes, retirement savings and Social Security
– And more!
Listen in here: https://conta.cc/2HUtqzo
Many of us wonder what the financial implications of Election Day might be for our country, our investments and our retirement plans. We covered it in our special post-election webinar.
We discuss president-elect Joe Biden’s plans for the country, including:
– The future of Social Security
– Changes to the tax system
– Potential capital gains changes
– Estate planning and his 401(k) proposal
– How the markets might react to election news – and why you should stay the course
Follow the link to watch the webinar at your convenience: https://conta.cc/3lEkEnU
The markets are optimistic about a second vaccine that is testing well, and inflation and unemployment are both down. This is good news ahead of what could be lower spending over the holidays. https://conta.cc/38MUxaK
PANGEAWEALTH.COM
Market Commentary: Markets Respond Favorably to News of Second Vaccine's Positive Results
Have you started your year-end tax wrap-up for 2020? We’ve been given some unique opportunities in this unusual year, and your list may need revising. We’ll go over:
– How the CARES Act has affected RMDs and other accounts
– Whether COVID-19 may have affected your tax profile
– Standing checklist items to make sure your tax strategy is in place.
Check out our newsletter for all this and more: https://conta.cc/38o9bVT
We don’t know exactly how politics will change the financial landscape in the near future, but we do know that making snap decisions can hurt your portfolio deeply. Read here for insight on the relationship between Wall Street and the White House and how you can prepare for what’s next. https://conta.cc/3jdHJf5
Many Americans are thinking about how a Joe Biden administration might impact their financial lives. Let’s talk about it during our post-election webinar at 3 p.m. CT TODAY.
Learn more and sign up here: https://conta.cc/3pflHgv
COVID-19 vaccines are moving forward, but restrictions continue as cases climb. Holiday spending, like everything else in 2020, will probably look different this year. Let’s look at the details: https://conta.cc/35U3Pjw
PANGEAWEALTH.COM
Market Commentary: Rise in COVID-19 Cases Leads to Market Dip Before Holiday Shopping Season
Do you have what you need to retire your way? Have you thought about what life will be like without a 9-to-5 and a paycheck?
Check out our Retirement Readiness Quiz to get an idea of your financial preparedness in only a few minutes. https://conta.cc/30LoVxO
Have you started your year-end tax wrap-up for 2020? We’ve been given some unique opportunities in this unique year, and your list may need revising. We’ll go over:
– How the CARES Act has affected RMDs and other accounts
– Whether COVID-19 may have affected your tax profile
– Standing checklist items to make sure your tax strategy is in place
Check out our newsletter for all this and more: https://conta.cc/38o9bVT
What’s the relationship between November 3 and April 15? How do politics affect taxes and other parts of our financial plans? Our on-demand webinar, “How the Election Results Could Impact Your Financial Plan” looks at what we might prepare for under a Biden presidency. Watch it here: https://conta.cc/3lEkEnU
2020 is a year for the record books, with a global pandemic and hot-button politics. As you wrap up your financial plan for the year, take a look at our year-end tax checklist for old and new opportunities for optimizing.
Have you taken advantage of the support from the CARES Act? Has COVID-19 affected your family and financial picture? Have you maxed out your contributions for the year?
Read it here: https://conta.cc/38o9bVT
It’s our privilege to take part in philanthropy, but it is also our responsibility to share and model the wisdom that brought us wealth. How do we make Wall Street accessible to Main Street? Get started today: https://conta.cc/338FNPO
Kids are priceless – and expensive, especially around the holidays! Download our free guide, “The Family Budget,” for tips. We’ll look at:
– The cost of education today and in the future
– Insurance strategies for your family
– Emergency savings and other financial strategies to protect and grow your wealth.
Download it here: https://conta.cc/30mE0Wz
It's a day where we need to remember how thankful we are, even in the midst of this hectic year. We are closed today along with the markets, but we are thinking about how thankful we are for clients like you.
2020 has presented unique opportunities for financial planning. Let’s look at how to plan for taxes after a year like no other. We’ll go over:
– How RMDs and other accounts were affected by the CARES Act
– Whether COVID-19 may have affected you and your family’s tax profile
– Standing checklist items to make sure your tax strategy is in place
Check out our newsletter for all this and more: https://conta.cc/38o9bVT
How can you help to make Wall Street accessible to Main Street? Let’s look at “wealth responsibility”– the privilege and duty of sharing the lessons of wealth-building with others on a similar journey. More from Kiplinger: https://conta.cc/338FNPO
Do you have money saved for retirement? How much will you have in 10 years? 20 years? Our Retirement Readiness Quiz gives you insight on where you are financially and where you need to be to have a solid plan in place. You can’t avoid retirement, but you can plan for it. The quiz only takes a few minutes: https://conta.cc/30LoVxO
Estate plans are for everyone, not just the wealthy. If you own anything, putting a plan together can be a huge relief to your loved ones.
Get started with our complimentary financial planning resource, “Estate Planning Simplified,” where we discuss:
– Wills and trusts
– Transferring wealth to the next generation
– How to start the estate planning process
– And much more!
Download it here: https://conta.cc/2HBFogV
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://conta.cc/30LoVxO
A clear estate plan can cut back on unnecessary stress and potentially help your loved ones avoid the cost that comes with probate court and other legal issues. To get started, download our complimentary financial planning resource, “Estate Planning Simplified.” https://conta.cc/2HBFogV
Unemployment numbers rose for another week, even though market indices set records. We’ll take a look at these complex numbers and what they might mean as we head toward the end of the year: https://conta.cc/3qicSmn
PANGEAWEALTH.COM
Market Commentary: Dow and S&P Set Records, but Unemployment Still Rising
A little self-knowledge can go a long way. Knowing your goals, your style and your hopes for investing can help you understand your starting point. You don’t need exact figures or documents on hand – this is a simple questionnaire based on your gut reactions. The results will give you some crucial understanding of your personal financial profile. https://conta.cc/3kPT5ay
2020 is a year for the record books, with everything from a global pandemic to hot-button politics to dizzying market volatility. As you wrap up your financial plan for the year, make sure you’ve taken part in charitable giving to experience tax relief for 2020.
Have you participated in qualified charitable distributions? Can you donate (and then deduct) 100% of your AGI this year? Have you taken advantage of a donor-advised fund strategy?
We’ll discuss all this and more. Read it here: https://conta.cc/2LgM6uN
What does tax planning look like after this unprecedented year? Some guidance still rings true, but there are unique opportunities you’ll want to make part of your strategy. Learn more during our webinar “Year-End Tax Planning in 2020.”
We’ll discuss:
– How to structure your taxes – should you itemize or take the minimum standard deduction?
– Is your retirement plan tax-efficient?
– Are you taking full advantage of the financial planning specifics for 2020?
– And much more!
Register here: https://conta.cc/3ozsTD4
2020 has been a year like no other, but you can still take part in holiday giving traditions and experience tax relief. Our article looks into charitable giving in 2020. We explore:
– Required minimum distributions
– 100% AGI deduction
– Donor-advised funds
– Life insurance donations
– And much more!
Read it here: https://conta.cc/2LgM6uN
Do you have your tax strategy in place for the end of the year? Are you optimizing the opportunities that even a difficult year like 2020 has to offer? Join us on Thursday, December 10, for our webinar “Year-End Tax Planning in 2020.”
We’ll go over:
– Itemizing versus minimum standard deduction
– Retirement planning and tax efficiency
– Financial planning specifics for 2020
– And much more!
Save your spot here: https://conta.cc/3ozsTD4
The S&P hits the high notes, while job numbers are still low. Effective vaccines and the end of election season mean good things for the economy. What does that mean for you as an investor? Learn more: https://conta.cc/36UiRGq
Farmland is more than dirt in the country. It’s the legacy, and often the home, of a family. We’ll look at estate planning for farmers in our new blog. We discuss:
– Minimizing estate taxes and protecting your legacy
– Transferring wealth while minimizing hassle for the next generation
– Life insurance strategies and other means to divide assets evenly among benefactors
– And much more!
Click to learn more: https://conta.cc/37gKBVO
Have you wrapped up your taxes for 2020? Have you taken advantage of the tax opportunities available to you this year? Our on-demand webinar “Year-End Tax Planning in 2020” tells you what you need to know. We’ll cover:
– Itemizing versus minimum standard deduction
– Retirement planning and tax efficiency
– Financial planning specifics for 2020
– And much more!
Watch it at your convenience here: https://conta.cc/3gQvPsi
Think of all the outside variables that affect your 401(k) balance at retirement and your income thereafter:
– Your age when you started investing
– Your retirement age
– Your annual savings percentage
– Your employer match
– Your investment performance
– Your income needs at retirement
– Your annual withdrawals
So many factors can throw your savings out of line with your expectations.
See if your 401(k) is on pace for your goals with our new 401(k) calculator, and learn which minor adjustments could make a big difference in your plan.
Try it out here: https://conta.cc/3oXSwh3
Our blog “Estate Planning for the Family Farm and Your Legacy” looks at the complex issues and strategies of passing on land to the next generation.
We look at:
– Life insurance strategies for dividing assets evenly
– The pros and cons of different approaches to leaving land to the next generation
– Minimizing estate taxes and protecting your legacy
Read it here: https://conta.cc/37gKBVO
Last week's high initial unemployment claims and low inflation rates could point to a sluggish economy. Meanwhile, the first vaccine rolled out to a waiting world. Our update looks at the news – good and bad. Read it here: https://conta.cc/3gQruW2
A little self-knowledge can go a long way. Knowing your goals, your style and your hopes for investing can help you understand your starting point. You don’t need exact figures or documents on hand – this is a simple questionnaire based on your gut reactions. The results will give you some crucial understanding of your personal financial profile. https://conta.cc/3kPT5ay
What will your 401(k) look like when you retire?
What happens if you increase your contribution?
What if the stock market stalls?
What if your employer stops matching your contribution?
Situations can change – run your scenarios in our new 401(k) calculator to prepare for them: https://conta.cc/3oXSwh3
Estate planning for farmland is complex and emotional, tying in family legacy with family business. We talk about how to clarify and simplify the process here: https://conta.cc/37gKBVO
There are many questions that can drastically change your 401(k) savings.
– What happens if you start investing more today vs. next year?
– What if you hold off on retirement one more year?
– What if your investments outperform (or underperform) your expectations?
– What if you got a significant raise?
So many factors can throw your retirement savings out of line with your expectations.
See if your 401(k) is on pace for your goals with our new 401(k) calculator, and learn which minor adjustments could make a big difference in your plan.
Try it out here: https://conta.cc/3oXSwh3
Congress is expected to pass another support bill today. What does that mean for both businesses and individuals? Read our update here: https://conta.cc/2KITXAY
A 401(k) is often the largest retirement savings vehicle for Americans, which is why it's so important to understand how much retirement income you can expect from this account.
But before you start projecting out 20 years, you need to think about variables like employer match, retirement age and the amount you need to save per year.
Check out our 401(k) calculator to run the numbers: https://conta.cc/384B1Vh
Farmland is more than dirt in the country. It’s the legacy, and often the home, of a family. We’ll look at estate planning for farmers in our new blog. We discuss:
– Minimizing estate taxes and protecting your legacy
– Transferring wealth while minimizing hassle for the next generation
– Life insurance strategies and other means to divide assets evenly among benefactors
– And much more!
Click to learn more: https://conta.cc/37gKBVO
The new stimulus package offers assistance to businesses struggling during the pandemic, provides unemployment benefits to those unable to find work and stimulates an economy that has experienced much volatility this year.
Read more about what this means for you: https://conta.cc/3hwNJAE
How will the new stimulus package and wider distribution of the vaccine affect financial recovery? Let’s look at the economic implications of a year like no other. Read our update here: https://conta.cc/34Q2usS
Millennials, the first internet generation, have their own way of communicating, especially about money. Check out our free guide “Cross-Generational Financial Planning” for help with the discussion.
We’ll look at:
– Student loans and other debt
– Planning for retirement (even for young investors)
– Family philanthropy
– Estate planning conversations with your adult children
– And much more!
https://conta.cc/2P3C1Qs
Whether you gather around the fireplace or the Zoom screen this year, we wish you a joyful celebration! Thank you for the honor of serving you for another year. Happy holidays from the Pangea Wealth team!
What will your 401(k) look like when you retire?
What happens if you increase your contribution?
What if the stock market stalls?
What if your employer stops matching your contribution?
Situations can change – run your scenarios in our new 401(k) calculator to prepare for them: https://conta.cc/3oXSwh3
Estate planning for farmland is complex and emotional, tying in family legacy with family business. We talk about how to clarify and simplify the process here: https://conta.cc/37gKBVO
A volatile year ended with record highs in the markets. Meanwhile, vaccine distribution and Washington policy will show their ripple effect in the near future. What does this all mean for you? https://conta.cc/2Ll4sLe
How do we know who is entitled to receive the participant’s death benefit from the 401(k) plan if no one can locate a beneficiary form?
How does the SECURE Act impact IRAs and my beneficiaries, and what can I do to counter its restrictions?
How would Joe Biden’s proposed 401(k) changes impact me?
We answer these questions and more in our latest blog: https://conta.cc/34SQ4AR
We wish you a happy and healthy 2021! As we put 2020 behind us, we look forward to new opportunities next year and beyond. Let us know how we can help you accomplish your 2021 goals!
It’s about a lot more than $600. Relief payments, eviction memoranda, flexible FSAs, unemployment assistance, vaccine distribution – there are plenty of key points to the latest stimulus package that you should know about. Read more here: https://conta.cc/3hwNJAE
Retirement and estate planning are complicated, but they are achievable. Don’t underestimate their complexity, but also don’t let yourself be overwhelmed. Chris Oppliger, CPA and Director of Tax Planning with our partners at Carson, helps simplify this part of the wealth journey for you. Learn more: https://conta.cc/34SQ4AR
The new stimulus package offers assistance to businesses struggling during the pandemic, provides unemployment benefits to those unable to find work and stimulates an economy that has experienced much volatility this year.
Read more about what this means for you: https://conta.cc/3hwNJAE
The first thing you need to know when investing is yourself. What’s your style and what are your goals and values? Our short risk survey asks you about your gut reactions to investment situations and how you can match your portfolio to your risk profile. Take the survey here: https://conta.cc/3kPT5ay
Individuals and businesses have been hurt by the pandemic. The new relief bill carries support for both parties in hopes that the economic engine will restart. Read the provisions in our new blog “17 Things You Need to Know About the New Stimulus Package.” https://conta.cc/3hwNJAE
The start of a new year is a great time to make sure your financial plan is where you want it to be. A few adjustments can help you reach the next new year with more in your pocket. Our monthly blog looks at strategies in:
– Retirement planning
– Salary planning
– Roth conversions
– And more!
2020 was a disorienting year for most of us – this year doesn’t have to be! Read the blog here: https://conta.cc/38bbNGa
Since Congress passed the new stimulus package, most of the focus has been on the second round of relief payments. But there is plenty more in the 5,000-plus pages of the legislation.
Jamie Hopkins, Director of Retirement Research for our partners at Carson, breaks down the specifics for small businesses, unemployment benefits and expansion of programs already in place. Read more here: https://conta.cc/3hwNJAE
Your typical New Year’s resolutions may not last, but making some one-time adjustments may help you meet your financial resolutions. Our blog “Help Improve Your Financial Plan This Year with These One-time Adjustments” looks at tweaks you can make in:
– Retirement planning
– Salary planning
– Roth conversions
– And more!
Read here to start the New Year right: https://conta.cc/38bbNGa
A volatile year ended with record highs in the markets. Meanwhile, vaccine distribution and Washington policy will show their ripple effect in the near future. What does this all mean for you? https://conta.cc/2Ll4sLe
As another round of relief payments reaches most Americans, it’s important to understand the other aspects of this new legislation. The bill aims to offer continued assistance to the unemployed, support for struggling businesses and other help after a difficult year. Read more here: https://conta.cc/3hwNJAE
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://conta.cc/2LKx4NS
Let’s look at the economic landscape in 2021 and get our bearings. Scott Kubie, Senior Investment Strategist at Carson, will join us for a Quarterly Market Outlook on January 21 to help us plan for the future with confidence and clarity. We will look at:
– The effects of volatility on the markets and investor behavior
– Current trends in the markets and where they could take us this year
– What the economy could look like under a Biden administration
– And more!
Register here:
https://conta.cc/2XxF7R6
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, from Health Savings Accounts to how you designate a business. Read it here: https://conta.cc/2LKx4NS
The start of a new year is a great time to make sure your financial plan is where you want it to be. A few adjustments can help you reach the next new year with more in your pocket. Our monthly blog looks at strategies in:
– Retirement planning
– Salary planning
– Roth conversions
– And more!
2020 was a disorienting year for most of us – this year doesn’t have to be! Read the blog here: https://conta.cc/38bbNGa
December’s jobs report showed a dip, but many don’t expect the loss to be permanent. Meanwhile, last week’s chaos in Washington showed little effect on the markets as the S&P rose again. Our weekly update has the details: https://conta.cc/2K4ICLA
Many of us wonder how a change in political administration might affect our financial strategy and retirement plans. Let’s talk about it on January 28 during our webinar: “How the Biden Administration Could Impact Retirement and Tax Planning.”
We’ll look at:
– How a new COVID-19 relief package could affect the markets.
– What the tax structure looks like under Biden for the average taxpayer and for corporations.
– How student loans could affect young professionals and changes to Social Security could affect retirees.
– What regulatory reforms a new administration could bring.
– And much more!
Save your spot here: https://conta.cc/3nWZHoB
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, joins us for a Quarterly Market Outlook to talk through these important issues and help us plan for the future.
Join us this afternoon for our Quarterly Market Outlook! Register here: https://conta.cc/2XxF7R6
Think of all the outside variables that affect your 401(k) balance at retirement and your income thereafter:
– Your age when you started investing
– Your retirement age
– Your annual savings percentage
– Your employer match
– Your investment performance
– Your income needs at retirement
– Your annual withdrawals
So many factors can throw your savings out of line with your expectations.
See if your 401(k) is on pace for your goals with our new 401(k) calculator, and learn which minor adjustments could make a big difference in your plan.
Try it out here: https://conta.cc/3oXSwh3
The smoke is (hopefully) clearing from 2020. Let’s look at the economic landscape in 2021 and get our bearings. Scott Kubie, Senior Investment Strategist at Carson, will join us for a Quarterly Market Outlook on January 21 to help us plan for the future with confidence and clarity. We will look at:
– The effects of volatility on the markets and investor behavior
– Current trends in the markets and where they could take us this year
– What the economy could look like under the Biden administration
– And more!
Register here: https://conta.cc/2XxF7R6
As another round of relief payments reaches most Americans, it’s important to understand the other aspects of this new legislation. The bill aims to offer continued assistance to the unemployed, support for struggling businesses and other help after a difficult year. Read more here: https://conta.cc/3hwNJAE
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://conta.cc/2LKx4NS
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 webinar, “How the Biden Administration Could Impact Retirement and Tax Planning.” We’ll 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: https://conta.cc/3nWZHoB
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: https://conta.cc/2YfSbe0
Many of us wonder how a new administration might affect our financial strategy and retirement plans. Let’s talk about it on January 28 during our webinar, “How the Biden Administration Could Impact Retirement and Tax Planning." We’ll look at:
– How COVID relief packages could affect the markets
– Tax reform 2.0 – what a change in power in D.C. could 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!
Save your spot here: https://conta.cc/3nWZHoB
Housing starts are up, and interest rates are at record lows. Meanwhile, corporate earnings reports for Q4 are showing good news so far. Read our update here: https://conta.cc/2MpiBHy
Many of us wonder how a change in political administration might affect our financial strategy and retirement plans. Let’s talk about it on January 28 during our webinar: “How the Biden Administration Could Impact Retirement and Tax Planning.”
We’ll look at:
– How a new COVID-19 relief package could affect the markets.
– What the tax structure looks like under Biden for the average taxpayer and for corporations.
– How student loans could affect young professionals and changes to Social Security could affect retirees.
– What regulatory reforms a new administration could bring.
– And much more!
Save your spot here: https://conta.cc/3nWZHoB
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, joins us for a Quarterly Market Outlook to talk through these important issues and help us plan for the future.
Join us this afternoon for our Quarterly Market Outlook! Register here: https://conta.cc/2XxF7R6
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: https://conta.cc/2MpIsj5
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: https://conta.cc/3tiZ5h6
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: https://conta.cc/3jc72Qn
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.
Take it here: https://conta.cc/30LoVxO
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://conta.cc/3azLB7A
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 webinar, “How the Biden Administration Could Impact Retirement and Tax Planning.” We’ll 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: https://conta.cc/3nWZHoB
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. Join us on February 11 at 3 p.m. CT for “What You Need to Know for the Upcoming Tax Season.”
During this webinar, learn more about:
– 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!
Register here: https://conta.cc/2Lxm9rn
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: https://conta.cc/3p1N4t0
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: https://conta.cc/2YfSbe0
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: https://conta.cc/2MpIsj5
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: https://conta.cc/3tiZ5h6
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: https://conta.cc/2MpIsj5
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: https://conta.cc/3cPDGGx
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://conta.cc/39Zxp97
Most of us are glad to see 2020 behind us, but we still have taxes to wrap up for the year. Join us TODAY at 3 p.m. CT for “What You Need to Know for the Upcoming Tax Season.”
During this webinar, learn more about:
– How to maximize your tax efficiency for last year
– How the quarantine and the downturn may have impacted taxes for investors
– How tax planning, not simply tax preparation is the key
– And more!
Register here: https://conta.cc/2Lxm9rn
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: https://conta.cc/3cPDGGx
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. Join us on February 11 at 3 p.m. CT for “What You Need to Know for the Upcoming Tax Season.”
During this webinar, learn more about:
– 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!
Register here: https://conta.cc/2Lxm9rn
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: https://conta.cc/3p1N4t0
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: https://conta.cc/3cPDGGx
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://conta.cc/39Zxp97
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!
Register here: https://conta.cc/2NCc0ug
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://conta.cc/39Zxp97
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: https://conta.cc/2NCc0ug
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: https://conta.cc/3cPDGGx
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://conta.cc/2LKx4NS
Tax season isn’t over yet! There are several opportunities to reduce your tax footprint before the deadline. Join us TODAY at 3 p.m. CT for our webinar. We’ll look at how to strategize your taxes with:
– Retirement plan contributions
– Executive compensation strategies
– Charitable giving strategies
– Estate and gift tax planning
– And more!
Save your seat here: https://conta.cc/3svyKLF
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: https://conta.cc/304qLce
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: https://conta.cc/2OdtrBD
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: https://conta.cc/304qLce
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: https://conta.cc/3q4UxYL
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://conta.cc/39Zxp97
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://conta.cc/2LKx4NS
Small business owners: Retirement may not be your next step, but you can never start planning too early. Join us on March 11, at 3 p.m. CT, with Carson’s Director of Retirement Research for the webinar: “Maximizing a Retirement Plan as a Small Business Owner.”
During this webinar, we’ll discuss:
– Roth vs. traditional accounts
– Backdoor Roth
– After-tax contributions
– Reducing taxes
– Employee retention and attraction
– Liability-proofing your savings
– And more!
Register here: https://conta.cc/3t5QayH
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: https://conta.cc/3t25AUm
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://conta.cc/39Zxp97
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: https://conta.cc/2OdtrBD
– 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:
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: https://conta.cc/304qLce
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: https://conta.cc/2OdtrBD
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: https://conta.cc/3bQHGWs
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://conta.cc/2Ozntey
The number of 401(k) millionaires in our country is growing. One strategy that can help move people in this direction is making after-tax contributions to their 401(k) and other retirement vehicles. It’s simpler than you think and can help set you up for serious compounding growth in the future. https://conta.cc/30sAVU0
It’s never too early to start planning for retirement as a small business owner. Join Carson’s Director of Retirement Research Jamie Hopkins TODAY for our 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!
Join us TODAY at 3 p.m. Register here: https://conta.cc/3t5QayH
After-tax contributions are an important strategy to grow your retirement funds and prepare for your future. Let’s look at planning tips involving:
– After-tax contributions for your 401(k) and other vehicles
– Planning for business owners
– Retirement strategy as part of your financial plan
Read more here for details: https://conta.cc/30sAVU0
Small business owners: Retirement may not be your next step, but you can never start planning too early. Join us on March 11, at 3 p.m. CT, with Carson’s Director of Retirement Research for the webinar: “Maximizing a Retirement Plan as a Small Business Owner.”
During this webinar, we’ll discuss:
– Roth vs. traditional accounts
– Backdoor Roth
– After-tax contributions
– Reducing taxes
– Employee retention and attraction
– Liability-proofing your savings
– And more!
Register here: https://conta.cc/3t5QayH
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://conta.cc/2Ozntey
Small business owners: Retirement may not be in your near future, 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: https://conta.cc/3vt0jaB
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: https://conta.cc/3eJAwVE
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: https://conta.cc/3vt0jaB
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: https://conta.cc/3eJAwVE
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: https://conta.cc/3bQHGWs
When one in eight couples struggles with infertility, it becomes a more common problem than you might realize, perhaps affecting you or those close to you. Our blog looks at the high cost of IVF and some strategies to help pay for it.
https://conta.cc/395VpXD
We’re excited to offer you a special webinar on “Getting the Most Out of Your Retirement Savings.” Reasons to tune in:
You’ll walk away with a deeper understanding of 401(k)s and other retirement savings vehicles
You’ll learn about tax-efficient savings and withdrawal strategies
You’ll gain insight on how to get the most out of your employer plan
Join us TODAY at 3 p.m. CT. Sign up here: https://conta.cc/396Guw3
Did you know that one in eight couples struggles with infertility? Chances are, you know someone who has been through this expensive and exhausting journey, or you might be the one on this difficult road.
Our Senior VP of Financial Planning and Advanced Solutions Erin Wood wrote a blog to help you make sense of the hefty price tag.
Read “The Cost of Infertility: How to Navigate the Finances of IVF” here: https://conta.cc/395VpXD
Join us on Thursday, March 25, at 3 p.m. CT, for a special webinar: “Getting the Most Out of Your Retirement Savings.” We’ll go over:
The differences between Roth accounts, 401(k)s and other retirement savings vehicles
Tax-efficient savings and withdrawal strategies
How to get the most out of your employer plan
Retirement savings options for small business owners
And more!
Register here: https://conta.cc/396Guw3
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: https://conta.cc/2Qv6tad
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://conta.cc/2Ozntey
