Blog

Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

Market Commentary

Market Commentary: Consumer Demand Stays Strong, Continuing Trend Toward Lower Inflation

Two U.S. economic reports provided reassuring news about the economy. The inflation trend moderated in August. Consumer price inflation (CPI) rose 0.3%, down from 0.5% the previous month and below estimates of a 0.4% increase (Figure 1). Excluding food and energy, prices increased just 0.1%.

Market Commentary

Market Commentary: Amid High Worker Demand, Job Openings Rise to 10.9 Million

July job openings increased to 10.9 million, up 779,000 from June. The record number suggests weaker August job growth was partly related to a low supply of workers and demand for workers remains robust.

Videos

How to Manage Your Health Savings Account

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Beth Schanou, to learn more about how to manage your health savings account.

Blog

Creating Awareness Around Life Insurance

There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives.

Market Commentary

Market Commentary: U.S. Job Creation Slows, Emergency Unemployment Benefits Expire For 7.5 Million People

The U.S. economy produced just 235,000 new jobs in August, missing expectations of 725,000. Unemployment dipped to 5.2%. Average hourly earnings rose 0.6%, partly because wages continue to rise more rapidly compared to the pre-pandemic pace.

Resources

Health Savings Account (HSA) Worksheet

Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mistakes consumers make with HSAs that you can avoid.

Download the checklist today to get started.

Monthly Newsletters

Got an HSA? Learn How to Maximize It

Are you healthy? Or are you anticipating some hefty medical bills coming up? Or do you want to save money in a tax-advantaged way for future medical expenses? If so, a health savings account (HSA) might be a good choice. An HSA is a tax-favored savings and investment account that’s used for qualified health care expenses and tethered to high-deductible health plans (HDHPs).

Market Commentary

Market Commentary: Fed Chair Signals Reduction in Bond-Buying Program; S&P 500 Reaches Another All-Time High

Federal Reserve Chair Jerome Powell joined the chorus of Fed officials signaling the U.S. central bank would reduce its bond-buying program designed to keep long-term interest rates low and sustain the economy during the pandemic. After two strong jobs reports and generally positive economic news, Fed officials seem ready to reduce bond purchases later this year.

Videos

When Should You Collect Social Security

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, to learn more about when is the right time to collect social security.

Insights