Mark D. Anleitner, CFP - Partner, Wealth Advisor

09/16/2026

Retirement may mean fewer meetings and more free time, but taxes don’t exactly retire when you do.

Social Security, RMDs, Medicare premiums, investments and even where you live can all affect what you owe.

Here are 8 tax-planning considerations to think about before retirement gets here:

Discover 8 tax planning strategies for retirement, from RMDs and Social Security to Roth conversions, healthcare costs, and estate planning.

09/14/2026

Oil may be getting most of the attention, but inflation pressures are showing up in more places.

Everyday services are still getting more expensive, while manufacturers are also seeing higher costs for things like electronics, steel, and semiconductors.

That broader pressure is one reason Carson’s Investment Research team is rethinking what the Fed may do next.

See what’s changing in the inflation picture and why it matters for rates: https://bit.ly/3SXUPFr

09/12/2026

Roth IRA or traditional IRA?

It sounds like a pretty simple choice until you start looking at the contribution rules.

Your age and current limits can affect where you’re eligible to contribute, and the answer may involve more than one type of IRA contribution.

Use the calculator to see what options may be available to your household: https://bit.ly/3DSygqB

09/10/2026

Retirement probably won’t look the same from beginning to end.

The early years may be filled with travel, hobbies, and more time with family. Later on, the pace may slow and healthcare or extra support may become a bigger part of the picture.

Thinking about those different stages now can help you plan for more than just the first few years.

See how the “go-go, slow-go, and no-go” years may shape your retirement plans:

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

09/09/2026

Maybe you already have a 529 for your child or grandchild, and you’re wondering where a Trump Account fits.

They’re built for different goals. A 529 is centered on education, while a Trump Account starts as an investment account for a child and later transitions into a traditional IRA.

See how the two differ and how each may support your child’s future: https://bit.ly/44NivP8

As retirement gets closer, you should start thinking about retirement income. Make sure your plan helps you avoid these common mistakes.

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

09/05/2026

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.

09/02/2026

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