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  • Five Reasons Your IRA is Deflating, and What to Do About It

    Posted on April 25, 2022

    By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. These losses are jarring following an outstanding 2021, where the S&P 500 gained just under 30%.

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  • Planning for the Rising Cost of Dependent and Child Care

    Posted on March 3, 2022

    Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.

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  • Market Commentary: U.S. Markets Rally But Face Uncertainty Amid Russia-Ukraine Conflict

    Posted on February 28, 2022

    U.S. stocks rallied after Russia invaded Ukraine on Thursday. The news that the initial sanctions wouldn’t target Russian energy exports to Europe reduced concerns about a European economic slowdown. While global markets declined last week, the U.S. finished higher even though the S&P 500 moved by more than 1% on all four trading days.

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  • Market Commentary: How Russia’s Invasion of Ukraine Could Impact Markets, and How Investors Should Respond

    Posted on February 24, 2022

    Russia’s invasion of Ukraine on February 24 has pushed the S&P 500 into a deeper decline. Stocks had already fallen more than 10% in anticipation of the attack and concerns over inflation and higher interest rates. When the invasion proved to be on the aggressive end of expectations, markets initially fell even further.

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  • Tax Planning in Retirement: Strategies to Minimize Taxes When You Retire

    Posted on February 23, 2022

    Karl Strube, Senior Tax Planner The transition from employment to retirement can be complex. For decades, you received either a regular paycheck or earnings from self-employment, and now that will slow or stop. To compound that, you’ll be taking money out of all these accounts after putting so much effort into depositing money in them throughout your career.

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  • Market Commentary: Russia-Ukraine Tensions, Inflation Among Contributors to Market Volatility After Relatively Calm 2021

    Posted on February 22, 2022

    Market uncertainty on multiple fronts is making it tough for investors. Russia’s ambitions in Ukraine, inflation, and some upheaval in individual securities are making it more challenging to bear risk than last year. 2021 was relatively calm, with only 80% as many 1% daily moves in the market as normal, and many of those were upswings. Who doesn’t love a 1% jump?

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  • Prioritizing Your Estate Plan

    Posted on February 18, 2022

    Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, and Senior Wealth Planner, Tom Fridrich, as they cover how to prioritize your estate plan.

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  • Medicare and Managing Health Care Costs in Retirement

    Posted on February 15, 2022

    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 make Medicare part of life for many Americans. Let’s look at the parts of this vital program and how it plays a part in your financial plan. Download the checklist today to get started.  

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  • Market Commentary: Inflation, Potential Rate Hikes, Russia-Ukraine Tensions Weigh Heavily on Markets

    Posted on February 14, 2022

    Inflation continues to move sharply higher. The Consumer Price Index (CPI) rose 0.6% last month and is up 7.5% in the last 12 months. The annual gain is the highest since February 1982. Big gains in energy and food helped fuel the outsized price hikes. Core CPI, which excludes food and energy, increased 0.6% as well.

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  • Market Commentary: Data Revisions Show Surging Jobs Market, Though Nearly 11 Million Openings Remain

    Posted on February 7, 2022

     The U.S. jobs market provided most of the major economic news last week. The latest establishment survey estimated 467,000 jobs were added in January. Regular revisions in the most recent months added an additional 709,000 jobs. The job market appears stronger than expected.

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