5 years at #1! 🏆 We’ve been named the #1 fastest-growing RIA in Nebraska for the fifth year in a row by Citywire RIA’s 50 Growers Across America! Proud. Grateful. Growing. 🔗 bit.ly/4mE5leh #50Growers #RIAgrowth #NebraskaRIAs #TopRIA

What will you need to retire? Take our simple seven-question quiz to determine if your 401(k) is ready. carsonwealth.com/401k-calculato…

Do you have the life insurance coverage you need to help protect your family? It might be time to reassess an existing policy or consider purchasing a new one. The good news? It may not be as expensive as you think. carsonwealth.com/insights/blog/…

Halfway through the year, we’ve seen extremes at both ends of the stock market. Should we expect the bulls or the bears to win out by the end of 2025? Get the Carson Investment Research team’s take on where the markets could be heading. pages.carsonwealth.com/LDqAAO_resourc…

Momentum behind the AI arms race is growing, and that seems to be the driving force behind last week’s market gains. What does this AI boom mean? And what broader impact could it have? carsonwealth.com/insights/blog/…

You should wait until later in retirement to start claiming your Social Security benefits, right? Not necessarily. See when it makes sense NOT to wait. carsonwealth.com/insights/blog/…

The S&P 500 had a big week last week, nearly hitting a new high. What’s driving this summer rally? We share our insights in our Weekly Market Commentary: carsonwealth.com/insights/blog/…

We're now a month into the second half of the year, and we find ourselves in uncharted waters. How will the rest of 2025 go? Will the bull market continue its run? Get insights from the Carson Investment Research team in the Midyear Market Outlook: pages.carsonwealth.com/LDqAAO_resourc…

Are you ready for retirement? Make sure you’re checking off these eight tasks on your Retirement Planning Checklist. (Spoiler Alert: One of them is being smart about your Social Security!) carsonwealth.com/insights/blog/…

The AI spending boom is taking off. What does this mean for the economy—right now and in the long term? Let's take a look: carsonwealth.com/insights/blog/…

You’ve probably heard that you should wait as late in life as possible to start collecting Social Security benefits. But claiming these benefits sooner—rather than later—may be appropriate in some situations. Find out if this applies to you: carsonwealth.com/insights/blog/…

One of the eight crucial items for your retirement planning checklist: Be Smart About Your Social Security. Find out more about this and other important tasks for retirement planning. carsonwealth.com/insights/blog/…

Stocks gained last week, with the S&P 500 and the Dow both looking strong and small caps soaring on the hopes of rate cuts. And while inflation data raised rate cut prospects in September, some of the underlying numbers are concerning. carsonwealth.com/insights/blog/…

Did you know that your Social Security benefits can be taxed? Grab a copy of our Social Security Taxation Worksheet to help you figure out if you could be taxed and how much of your benefit could be impacted. pages.carsonwealth.com/LDqAAO_resourc…

As we make our way through the historically troublesome months of August and September, the bull market continues to rally. But we’re not out of the woods yet. We share our insights in our Weekly Market Commentary: carsonwealth.com/insights/blog/…

Sometimes, investment terms can sound like a foreign language. Let’s break down some of the financial lingo shaping investor conversations this year. carsonwealth.com/insights/blog/…

If you’ve been married, you could be eligible to claim Social Security spousal or survivor benefits during your retirement. Find out what you need to know. carsonwealth.com/insights/blog/…

The Fed has put itself in a difficult position. Will rates get cut, or will the concern over tariffs and inflation keep cuts from happening? Let's take a look: carsonwealth.com/insights/blog/…

Depending on your situation, as much as 85% of your Social Security benefit could be taxable. Our Social Security Taxation Worksheet can help you determine whether your benefits will be taxed—and at what rate. Download it now: pages.carsonwealth.com/LDqAAO_resourc…

There are a lot of rules surrounding Social Security spousal and survivor benefits. Find out more about when you should (and shouldn’t) claim them. carsonwealth.com/insights/blog/…