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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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What True Wealth Means to Me

Published by Mark Lookabill, Wealth Advisor I was reminded this past week of what really embodies “True Wealth.”

Getting to Know: Mandy Korpi

I joined Carson Wealth in April 2016 and have been working as an Operations Associate on the Operations Team. I previously worked in the Special Education world, and my most recent work experience prior to Carson Wealth was as a Staffing Manager at a local staffing firm. 

Complex Financial Planning

Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of h …

Ten Ways to Prepare for Retirement

Published by Teresa Milner Are you prepared for the journey in life referred to as retirement? Whatever you choose to call the later years of your life, planning and preparing for this well in advance is the best way to be ready – financial security doesn’t just happen. Planning ahead allow …
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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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