Zach Vande Weerd, CPA, Wealth Advisor at Carson Wealth

06/08/2026

A strong jobs report sounds like good news.

So why did stocks sell off?

That’s the tension investors saw Friday, when the S&P 500 dropped and ended its nine-week winning streak.

This week’s commentary looks at why the market reacted the way it did, and why one tough day may not tell the whole story. https://bit.ly/4olizi8

06/06/2026

Most parents know college is expensive.

Fewer know whether they're actually on track to pay for it.

Whether college is around the corner or years away, a quick check-in today can help uncover gaps, opportunities, and next steps.

See where you stand: https://www.carsonwealth.com/college-readiness-quiz/

06/05/2026

Sometimes the biggest changes in life aren't the ones you planned for.

A new home. A career move. Helping a family member. An unexpected opportunity that suddenly becomes the priority.

The question isn't whether your goals will change. It's whether your financial plan can change with them.

Your goals in life can change. Learn more about how your financial plan can be managed with the flexibility to change with them.

06/03/2026

Your advisor shouldn't just tell you what you want to hear. 🎙️

Sam keeps it real — his job is to bring you ideas, challenge your thinking, and earn your trust. Not just be a rubber stamp.

That's the difference.

06/03/2026

Retirement isn't just about having enough money saved.

It's also about how you want to spend your time, who you want to spend it with, and what the next chapter of life looks like.

A little planning now can make a big difference later. https://bit.ly/3SfqLnK

Retirement is about more than finances—it’s a life transition. Learn how to prepare financially and personally for a fulfilling next chapter.

06/01/2026

Prices are higher.

Yet consumers continue to spend.

What's making that possible, and what could it mean for the economy and markets if that changes?

This week's commentary takes a closer look at one of the biggest stories beneath today's market headlines. https://bit.ly/4eigAHC

05/30/2026

Most IRA advice starts with a general rule.

Roth if you expect higher taxes later. Traditional if you expect the same or lower tax bracket in retirement.

Helpful, but only to a point.

Your actual contribution options depend on the details. Before you choose Roth or traditional, see what your household may be allowed to contribute: https://bit.ly/3DSygqB

05/29/2026

🎓 Congrats to the Class of 2026!

You've got the degree — now let's talk about what nobody taught you in school.

Your first real paycheck is exciting. Here's exactly what to do with it. Swipe through 👉

Know a new grad who needs to see this? Tag them below 👇

05/29/2026

A Roth IRA conversion is a tax-timing decision.

For some savers, paying taxes now may create more flexibility later. For others, the tax bill may not make sense.

See whether the tradeoff may fit your retirement plan: https://bit.ly/4bK8zYt

Could you benefit from a Roth IRA conversion? Learn about the benefits and when it may make sense for your retirement plan.

05/27/2026

Transparency is something I take seriously. So I want to pull back the curtain a little on what it actually looks like when you work with me at Carson Wealth.

No jargon. No fluff. Just an honest look. Swipe through 👉

Questions? Drop them in the comments or send me a DM.