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Resources

Resources

When Should I Start Claiming Social Security?

Determining what age to begin claiming your Social Security benefit can be a big decision. Do you claim early at age 62? Take it at your full retirement age? Or delay until age 70? There are a wide variety of factors that can go into your final decision, and you should always consult with a …

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Market Commentary

Market Commentary

Market Commentary: October Is Misunderstood

October Is Misunderstood Good riddance to September, as both stocks and bonds had another rough month. When it was all said and done, the S&P 500 fell 9.3% for the worst September since 2008 and one of the worst ever. For the quarter, the S&P 500 lost 5.3%. That was the third consec …

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Videos

Videos

How to Optimize Social Security

Optimizing your Social Security benefits can have a big impact on your quality of life in retirement.   Carson’s Senior Wealth Planner Ryan Yamada hosted the webinar How to Optimize Social Security, which is now available on-demand. 

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In the News

In the News

COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

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