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Should I Open a Traditional or Roth IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
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Tax Cuts and Jobs Act Changed Things More Than You Realize

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A.

Why We Are Changing Our Brand

Published by Scott Ford, Managing Director, Partner We have exciting news to share! On February 20th, 2019, GAAM Wealth Management will become Carson Wealth Kingsport! Why are we rebranding? Because we believe that, in this case, 1+1=10. By rebranding and strategically partnering with Ron C …

Scott Rings The Opening Bell At Nasdaq!

Published by Scott Ford, Managing Director, Partner I recently received a once-in-a-lifetime opportunity to participate in the opening bell ceremony at the Nasdaq MarketSite Studio in Times Square! It was an incredible rush to be in this thrilling environment, and it also gave me time to re …

Scott’s Origin Story

Published by Scott Ford, Managing Director, Partner Everyone has a unique story that shaped them and brought them to where they are today. Sometimes people have significant events or influential people that played a role in their journey, others might have experienced foggy paths and twists …

Why We Are Changing Our Brand

Published by Scott Ford, Managing Director, Partner We have exciting news to share! On February 20th, 2019, Cornerstone Wealth Management will become Carson Wealth Management Hagerstown! Why are we rebranding? Because we believe that, in this case, 1+1=10. By rebranding and strategically pa …

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

By Mark Petersen, Vice President, Affluent Wealth Planning 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 th …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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