Tax rates are likely to rise in the future – whether as a result of public policy change or growing personal income. Acceptance of this change is the first step, but you and your clients don’t have to accept defeat. You can employ strategies to help clients alleviate or maximize their tax picture. In this …

Omaha, NE – May 20, 2021 – Gold Family Wealth, a leading wealth management and financial planning firm based in Westport, Connecticut, and a member of the Carson Partners network, has added Daniel Armas, CFP®, as Managing Partner and Wealth Advisor. A consummate professional with more than 18 years of financial planning experience, Armas has expanded …

The financial services industry isn’t known for its gender diversity, though many women are thriving in the field. What inroads have we made as an industry? What roadblocks have we yet to overcome? How do we create a more inclusive culture and how does that progress benefit our businesses and our clients? Let’s talk about …

One of the most significant expenses your clients likely have their eyes on is the rising cost of a college education. A source of stress for many, this funding challenge can be overcome with proper planning. During this on-demand webinar, learn how to turn college education planning into a value-add for your business with help …

You wouldn’t create a financial plan without a thorough understanding of your client’s goals and a researched game plan that aligns with that vision. Have you given your firm’s growth goals the same care? Jason Carver, Managing Director of Mergers and Acquisitions, and Mike Wieger, Mergers & Acquisitions Manager, answered your big questions during our …

More businesses are reopening, and more and more Americans are vaccinated. What does this mean for the markets? During this on-demand webinar, Carson’s Scott Kubie, Senior Investment Strategist, and Patrick Sittner, Portfolio Strategist, lead our Quarterly Market Outlook to discuss what happened in Q1 and what you can expect in Q2. Their presentation explores: • …

Without a continuity plan, Joel Worsfold knew his legacy, his clients and his team were at risk. And beyond that, his technology and client experience was outdated. Joel recognized the common thread: his broker-dealer.

It’s easy to forget, with the technological concerns on one side and the market pressures on the other, that we deal with people first and foremost. Flesh-and-blood clients have powerful psychological dynamics behind their decisions, and engaging these dynamics can help us plan more accurately, and have those plans more effectively kept over time. An …

Clients and their families are more complex than spreadsheets and returns. Their finances are driven by psychological background, relational dynamics and personal values. We explored this over Behavioral Finance Week at Framework, talking with five top minds in the field. Our webinar sums up the ideas explored and how you can integrate behavioral health principles …

What comes first: investment strategies or financial plans? In this “chicken and egg” debate, Carson’s investment team believes investments are critical to putting the financial plans you’ve built for clients into motion. By offering over 75 different strategies, we provide advisors with optionality and diversity to fit clients’ unique interests and goals. Join our investments …