Webinars

Facts Vs Feelings Take 5 – Things That Worry Us About 2025

In the final episode of Take 5 of 2024, Ryan Detrick, Chief Market Strategist at Carson Group, discusses three main worries for the upcoming year, 2025. They highlight that while stocks have seen significant gains recently, the next year may not replicate this trend. Additionally, a strong …

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Price Multiples, Not as Simple as High or Low

Among the many challenges to filtering out good long-term stock investments is determining a reasonable price to pay for shares. Various methods are used to arrive at this value, many of which incorporate a measure of how high today’s price is relative to some fundamental metric. These are …

How Much Should I Save for Retirement?

Published by Teresa Milner How much should I save for retirement? The easy answer to this question is: AS MUCH AS YOU CAN! I know there is more science and art to saving for retirement than this answer provides such as the questions of, “Who,” “What,” “When” and “Where?”

Spring Cleaning

When it comes to spring cleaning, the hardest part is to get started…but with a plan in place your financial closet refresher will get you on your way to a stimulating rest of the year. Your spring cleaning financial plan can be as simple as these three steps:

Use Your Budget to “Increase Your Paycheck”

I recently celebrated another birthday. I was disappointed when I remembered that, while my toys have gotten more expensive, they do not bring me even a fraction of the excitement a new set of Legos did when I was 6. But upon reflecting on some of the financial changes I’ve experience over …

8 Blunders to Avoid in Retirement

For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement.   Download Guide

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. Get our step-by-step guide.   Download Guide

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