CarsonAllaria Wealth Management

07/30/2026

Social Security decisions can impact far more than your monthly income; they can shape survivor benefits, tax exposure, and what ultimately passes to your heirs. A claiming strategy that looks good on paper today may create unintended consequences for a surviving spouse, blended family, or long-term estate goals later on. This article breaks down how Social Security and estate planning work together so families can make more informed financial decisions.

See how Social Security decisions can impact survivor benefits, retirement income, taxes, and your overall estate plan.

07/21/2026

🎙️ New episode alert! "The 6 Retirement Spending Questions Every Retiree Needs Answered"

Retirement spending isn't one-size-fits-all. Your age, your income sources, even your tax bracket all play a role. In this episode of Retirement Power Hour, Joe walks through 6 questions every retiree should be able to answer.

How much can you actually spend in retirement? In Episode 44 of the...

07/14/2026

Retirement savings and retirement income are two different things. 🎙️

In our latest episode, Joe walks through 7 questions that can help you figure out if your income plan is actually built to last, covering everything from withdrawal order to Social Security timing to the biggest mistake retirees make.

Saving for retirement and living off retirement savings are two ver...

07/04/2026

Celebrating 250 years of America today! Happy 4th of July from our team to yours. However you're spending the day, whether it's fireworks, cookouts, or time with family, we hope it's filled with good company and great memories. Enjoy the celebration! ❤️🤍💙

07/03/2026

In observance of Independence Day, our office is closed today, Friday, July 3rd. We'll reopen Monday, July 6th. Wishing you and your family a fun and safe Fourth of July! 🎆

06/21/2026

Happy Father’s Day to all the dads and father figures in our community!

We hope you’re able to spend the day doing something you enjoy and celebrating with the people who matter most.

From all of us at CarsonAllaria Wealth Management, have a great Father’s Day.

06/19/2026

Our office will be closed today, Friday, June 19th, in observance of Juneteenth. We'll be back and ready to work with you on Monday, June 22nd. Wishing everyone a wonderful weekend!🌞

05/29/2026

You've spent years building your retirement savings, but do you have a plan for turning those savings into income?

Our latest article explores key retirement income strategies, including withdrawal planning, tax efficiency, Social Security decisions, and more. Discover how a well-designed income plan can help create confidence and flexibility throughout retirement.

Learn how to turn savings into reliable, tax-efficient retirement income, smarter withdrawal planning, and long-term tax strategy

05/25/2026

Today we remember those who served, sacrificed, and gave everything for our country. 🇺🇸

Wishing everyone a safe and enjoyable Memorial Day from all of us at CarsonAllaria Wealth Management

03/25/2026

Retirement in the Metro East isn’t just about affordability- it’s about how your daily lifestyle, local costs, and long-term plan come together to support the life you want. Understanding both the numbers and the experience can help you make a more confident, sustainable decision. Check out this blog to see what retirement here could really look like.

Metro-East St. Louis retirement guide covering living costs, lifestyle, and key financial planning considerations.