Zach Vande Weerd, CPA, Wealth Advisor at Carson Wealth

09/08/2026

The Fed’s next move will get plenty of attention.

But if rates start moving higher again, the bigger story may be how quickly they keep going.

In four of the last five hiking cycles, the S&P 500 was higher a year after the first increase. The exception was the aggressive 2022–23 cycle.

See why the pace of future rate hikes may matter just as much as the first one: https://bit.ly/4ij2dFG

09/08/2026

Life doesn't stand still — and neither should your financial plan. 📈 New job? New baby? New home? We check in when life changes, not just when the calendar says so. Swipe to see why we believe your plan should grow with you.

09/05/2026

How much could your 401(k) grow by the time you’re ready to retire?

It can be tough to picture what today’s contributions could mean years down the road. A few simple numbers can help put it into perspective.

Try our 401(k) calculator to see how your savings could add up over time and get a better sense of whether you’re on track. https://bit.ly/4akMIFJ

09/04/2026

Retirement planning can cover a lot of ground.

Saving consistently, understanding your future expenses, managing risk, and knowing how your investments fit together are all part of the picture.

Use these 10 practical tips as a check against your own retirement to-do list: https://bit.ly/4ngXIuL

Not sure how to start retirement planning? We’ve compiled 10 tips to help you get on track with your retirement savings goals.

09/03/2026

Quick gut check: could you answer these off the top of your head?

Swipe through and see how you do. 👉

If you got stuck on more than one, you're not alone — most people do. That's not a bad thing, it just means it's a good time for a real conversation. 💬

No pressure, no sales pitch. Just a second set of eyes on your plan. 👀

09/02/2026

Deciding when to start Social Security can feel like a pretty big choice.

You can claim as early as age 62, wait until full retirement age, or delay benefits up to age 70.

There are a few things that can shape that decision. Here’s what to consider as you make your plan:

Your plan shouldn't look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan?

08/31/2026

September is known for being a tough month for the S&P 500.

Since 1950, the index has dropped an average of 0.6% in September and ended the month higher less than half the time.

But this year is starting from a different place. Stocks are already up nearly 13% for the year, and August is shaping up to be a solid month, too.

Many of the worst Septembers in history began when stocks were already struggling. That’s not the setup we’re seeing this year.

See why this September may not follow the usual seasonal pattern: https://bit.ly/4gphqUg

08/29/2026

You probably have a good idea of how much you’ve saved for retirement.

But that number is only part of the story.

Your income, how much you’re still saving, what you expect to spend, and how you invest can all affect the picture.

Answer six quick questions to get a better sense of your retirement readiness: https://bit.ly/2thmnpC

08/28/2026

Retirement might be your main goal, but it’s probably not the only one.

You may also be planning for healthcare costs, college for a child or grandchild, or other long-term needs.

That’s where tax-advantaged accounts come in. A 401(k), Roth IRA, HSA, or 529 can each offer different tax benefits depending on the account and how it’s used.

See how these accounts work across different parts of your financial plan: https://bit.ly/49FleNa

08/27/2026

Anyone can sell you a plan. 📝

But trust? That takes time — kitchen table conversations, honest check-ins, and years of showing up for each other.

We believe being your advisor means being your partner, not just your salesperson.

👉 Swipe through to see what that looks like in practice.