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Tax Cuts and Jobs Act

Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate bills and released their final version of the Tax Cuts and Jobs Act last Friday (12/14) afternoon.[1] The final legislation provides significant permanent tax cuts for businesses, including reducing the corporate tax rate from 35% to 21%. Most individual taxpayers will also receive tax benefits, including lower marginal tax rates, and a reduction in the top tax rate for the wealthiest Americans from 39.6% down to 37%. However, all of the individual tax breaks will expire at the end of 2025 to comply with Senate rules. Read more

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Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

Published by Scott Ford, Member of the Investment Committee for Carson Group Partners

Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted that by 2050 that number will rise to 1 million.[1] People are living longer than ever before, and this plays a significant role in how you plan for your retirement. Read more

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Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more

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Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long it will last. What we do know is that, at eight years and counting, the current bull market has lasted twice as long as the average bull market. Read more

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Medicare 101: What You Need to Know

Published by Ben Goethel 

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. Read more

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Why Stocks aren’t Going Anywhere Lately

In the past week, the Federal Reserve expressed confidence in America’s economy, the U.S. unemployment rate hit a 10-year low, and the presidential election in France showed that the tide of anti-European Union populism may be ebbing. Read more

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Sure, You’re Insured…But Does Your Policy Really Protect Your Business?

Business owners, by their nature are creatures of optimism. The last thing that business owners want to think about is what can go wrong. If they have the right kind of insurance coverage, they may not have to think about it. Read more

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The Common Correction

How 3rd Quarter of 2015 Market Corrections Compare to the Common Cold

Have you ever caught a cold that seemed to drag on forever? The kind of cold where your sniffles and coughs persist for weeks? Read more