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Market Commentary: Markets React to Inflation

Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. We …

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Getting the Most Out of Your Retirement Savings

Watch the on-demand webinar, hosted by Carson’s Director of Retirement Research Jamie Hopkins and Financial Planning Administrator Michael Gruidel, to learn how to get the most out of your retirement savings. Click Here to Watch the Webinar

Traditional or Roth – Which IRA Works for You?

Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. 

The Cost of Infertility: How to Navigate the Finances of IVF

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

4 Documents You Need to put in place NOW to help you prepare for Retirement

Preparing these documents will help make difficult decisions easier on yourself and your heirs. Documents and directives have become a part of modern life. You might have documents proving you own your house, showing the terms of your mortgage and detailing the agreement for your credit car …

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