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The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

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Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …

Medicare Time – Now What? Things to Know as You Start Out

By Matt Lewis, CLTC®, Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, le …

Market Commentary: How Bad Is It?

Stocks fell again last week, even as yields paused and overall earnings were solid. As of Thursday, the S&P 500 is down nearly 10% from its late-July peak. A decline of 10% or more would be classified as a correction. It’s important to know that 10% corrections occur most years. Since 1 …

Facts Vs Feelings Take 5 – Why Things Aren’t That Bad

The headlines over the last few years have been very, very negative when it comes to the stock market and overall U.S. economy. Based on the National Bureau of Economic Research’s (NBER) recession criteria, we aren’t close to having one. Join Carson Group’s Chief Market Strategist Ryan Detr …

The Benefits & Purpose of a Trust in Estate Planning

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts …

Market Commentary: Another October Low Forming?

A late week sell-off saw stocks barely break their early October lows, with the S&P 500 now down 7.9% from the late-July peak. Although the weakness the past few months hasn’t been fun for investors, it is important to note that stocks are still up more than 10% for the year and a fourt …

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