Insights

By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Blended families, composed of couples who bring children from previous relationships together, have become increasingly common in today’s society. While blending families brings joy and new opportunities, it also can create comple …

Have you heard an IRA or Roth IRA referred to as an investment?  Well, they are not!  IRA or Roth IRAs are account types that should be funded with contributions and then those contributions need to be invested so you have the potential to grow those balances over time. In addition to any r …

By Mike Valenti, CPA, CFP®, Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. W-2 employees currently are unable to deduct home …

Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar: Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel, now available on-demand. 

Executive compensation plans can be used to attract, retain and reward high value employees. We’ve put together helpful information to know if you’re ever offered one of these plans through your employer. Download the checklist today to get started.

Companies may grant employees stock options as a form of noncash compensation. This allows the employees to purchase shares of the employer’s stock at a given price after a predetermined period of time has passed. The intent of stock option compensation is to align the interests of the empl …

Does the word “sale” send you running to your wallet? How many half-priced clothes hang in your closet with the tag still on? How many uncomfortable shoes did you buy solely because they were on sale? When thinking about money, do you feel stressed? Tense? Controlling? Confused? Like you ha …

  Financial literacy for the next generation is so important and something I have heard discussed since I entered the profession.  Many have talked about the lack of financial education in the schools and things have gotten better but not to the point where our kids are receiving the e …

Encourage wise spending and savings habits by helping your child learn to manage their money mindfully. This worksheet will show them how. Download the guide today to get started.

Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.