Webinars

How Will the One, Big, Beautiful Tax Bill Impact Markets?

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We never believed it would be as large as the 2017 tax bill’s boost on profits—after all, you can only cut the corporate tax rate from 35% to 21% …

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Taxation in Retirement

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers taxation in retirement.

A Lifelong Learning Adventure

What is Charitable Giving?
‘“The old adage says that serving is any combination of dollars, time, and knowledge. For me, “giving back” is not necessarily being the founder of a new organization or being on the front line directly impacting those in need, but indirectly as part of the advisory team.

What You Need to Do 10, 5 and 1 Year Before Retirement

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®  Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. 

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