Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. Like many Americans, we tend to procrastinate until the last second. However, there are plenty of things you can and should consider. Insurance Insurance is always a tricky area to cover.

Planning 89

Planning Retirement Planning Insurance Taxes 89

Good Financial Cents

DECEMBER 22, 2022

As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. If you can secure a return of 10% over that time, you’ll end the 20 years with $201,825. With that in mind, I wanted to review some of my top suggestions for investing $30,000 in 2023.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Good Financial Cents

APRIL 25, 2023

Research suggests this as 91% of people fail on their New Years’ resolutions. For example, a short-term goal may take months or even years to achieve, whereas a long-term goal may take 5-10 years or more to reach. Generally, I would define a short-term goal as a goal that takes roughly less than a year to complete.

Budgeting 96

Budgeting Insurance Estate Planning Accounting 96

WiserAdvisor

OCTOBER 9, 2023

The rules surrounding Individual Retirement Accounts (IRAs) undergo frequent and impactful changes. While IRAs are a cornerstone for many retirement plans, these accounts being inherited adds a layer of complexity to them. The reason?

Distribution 52

Distribution Taxes Retirement Retirement Planning 52