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  • Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

    Posted on September 21, 2021

    Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

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  • Market Commentary: Consumer Demand Stays Strong, Continuing Trend Toward Lower Inflation

    Posted on September 20, 2021

     Two U.S. economic reports provided reassuring news about the economy. The inflation trend moderated in August. Consumer price inflation (CPI) rose 0.3%, down from 0.5% the previous month and below estimates of a 0.4% increase (Figure 1). Excluding food and energy, prices increased just 0.1%.

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  • Shane Weaver

    Posted on September 17, 2021

    Meet Shane   Shane received his bachelor’s degree from Bellevue University and has over 14 years of experience in the financial service industry, and is Series 4, 7, 24, 52, 53, 63 licensed. Shane worked a number of leadership and project roles in Operations and Service departments. Along with a number of different roles throughout …

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  • Paul Ganow

    Posted on September 17, 2021

    Meet Paul   Paul grew up in the small town of Malcolm, NE. He served in the U.S. Army, where he was stationed in the Washington D.C. metro in “The Old Guard”. His duties were to execute military ceremonies and funerals in Arlington National Cemetery and the National Capital Region. He has had the privilege …

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  • Market Commentary: Amid High Worker Demand, Job Openings Rise to 10.9 Million

    Posted on September 13, 2021

    July job openings increased to 10.9 million, up 779,000 from June. The record number suggests weaker August job growth was partly related to a low supply of workers and demand for workers remains robust.

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  • How to Manage Your Health Savings Account

    Posted on September 10, 2021

    Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Beth Schanou, to learn more about how to manage your health savings account.

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  • For Advisors

    Posted on September 10, 2021

    You’re Ready for a Change, We’re Here for You If you’re looking for solutions to succession planning, career growth, support or resources to help you grow faster, or selling your practice to a firm where clients are valued above all else – let’s see if we’re a fit. We are currently seeking advisors in the …

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  • Creating Awareness Around Life Insurance

    Posted on September 9, 2021

    There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. 

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  • Three Habits That Can Help You Acquire Wealth

    Posted on September 9, 2021

    By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor What does wealth mean to you? Many people have different goals and aspirations, but wealth is an often misunderstood concept, despite the number of books that have been written on the subject over the past century. Perhaps the si …

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  • Market Commentary: U.S. Job Creation Slows, Emergency Unemployment Benefits Expire For 7.5 Million People

    Posted on September 7, 2021

     The U.S. economy produced just 235,000 new jobs in August, missing expectations of 725,000. Unemployment dipped to 5.2%. Average hourly earnings rose 0.6%, partly because wages continue to rise more rapidly compared to the pre-pandemic pace.

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