Life can change fast, and your beneficiary designations need to keep up so your money actually goes where you intended. Beneficiary designations on accounts like IRAs, 401(k)s, life insurance, and POD/TOD accounts generally override what is written in your will. That means an ex-spouse or e …
The Federal Reserve announced last week it would reduce its bond purchases faster than expected and signaled it intended to raise interest rates up to three times next year. The purchases were being reduced by $15 billion per month and will now accelerate to $30 billion per month, and the p …
By Bruce Eisenhauer To say it has been a year of difficulties would be true, but a bit of an understatement. We have experienced a lot of division, miscommunication, misinformation and purposefully misleading statements by people of power, as well as big businesses pushing their agendas.
Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can he …
Consumer prices continued their rapid climb in the U.S. The Consumer Price Index surged 0.8% in November and is now 6.8% higher than one year ago. Big increases in food and energy prices accounted for nearly half the gains in the monthly and annual numbers. Core inflation, which excludes th …
Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Kevin Oleszewski, as they cover 10 tips for end of year tax planning.
The U.S. employment report continued to send contradictory signals as the fallout from the Omicron variant began to show up in data releases. The jobs report, based on research from a few weeks ago, indicated the U.S. only added 210,000 jobs compared to forecasted gains of 530,000. The hous …
