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Monday, April 11, 2022

If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according...

Tuesday, April 5, 2022

Many income sources contribute to your retirement fund. Your retirement plan might include taxable assets like mutual funds and brokerage accounts, tax-deferred assets like IRAs, 401(k) plans, pensions, and nontaxable assets like Roth...

Monday, February 28, 2022

The start of a new year brings yearly adjustments from the IRS, encompassing more than 60 tax provisions that adjust annually for inflation. Below are some of the changes that stand out the most and could have the broadest impact on...

Thursday, February 24, 2022

Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, typically consisting of couples with children from...

Friday, February 18, 2022

Carpenter Financial Services has been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates are awarded...

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Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Wednesday, December 29, 2021

Tuesday, November 23, 2021

You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation?Remember, financial markets are considered...

Tuesday, November 23, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Tuesday, October 12, 2021

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...

Thursday, September 16, 2021

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also...

Tuesday, September 14, 2021

September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life insurance is one of those “someday” things...

Wednesday, August 25, 2021

Summer jobs are a perennial aspect of the American workforce. It’s a time when teenagers are filling out applications and, in many cases, earning wages of their own for the first time. But some of what we’ve become...

Monday, August 23, 2021

Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0.As the bill moves from the House of Representatives to the Senate, many...

Friday, August 20, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Tuesday, August 3, 2021

Inflation is defined as the general upward price movement of goods and services in an economy. The key word is “general.” Inflation tends to be uneven and affects the price of some items more than others. If you’ve...

Saturday, July 24, 2021

Brothers Sam and Joe Carpenter, have been named to the Avantax Wealth ManagementSM Premier Advisors’ Forum, which recognizes the top 75 financial professionals out of more than 3,000 across the country affiliated with the...