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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. 

Market Commentary: Wake Me Up When September Ends

The popular Green Day song titled “Wake Me Up When September Ends” feels quite appropriate given the recent market volatility. In fact, the S&P 500 has now dropped at least 3% for three of the past four weeks. As we’ve noted in this commentary, stocks tend to be quite volatile and poten …

Market Commentary: The Election is Near

It’s hard to believe, but we are less than two months away from midterm elections in early November. Given all the well-known worries this year — from inflation to the war in Ukraine, the economy to the bear market — most investors haven’t started to think about midterms quite yet. But we e …

Inflation Reduction Act of 2022

You probably have questions on the newly signed into law Inflation Reduction Act. You hear about it on the news and wonder what impact it can potentially have on the market – and your wallet. Get your questions answered in our webinar on the Inflation Reduction Act, now available on-demand.

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 …

Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

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