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Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services 

Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. 

 

Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation and the deficit, according to a White House statement 

Jamie Hopkins August 2, 2022
How Can a Financial Plan Help Relieve Stress? A Former-NFL Player’s Perspective

How Can a Financial Plan Help Relieve Stress? A Former-NFL Player’s Perspective

Jamie Hopkins, Managing Partner, Wealth Solutions 

Marques Ogden thinks back on 2013, when he was living in Raleigh, North Caroliona. He had no financial planning knowledge. He had no resources. He had no money. He had no savings.  

Jamie Hopkins July 5, 2022

What You Need to Do 10, 5 and 1 Year Before Retirement

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP® 

Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. 

Jamie Hopkins April 7, 2022
What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation

What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation

By Jamie Hopkins, Managing Partner, Wealth Solutions 

The next wave of retirement planning reform is headed for shore. 

Jamie Hopkins April 1, 2022

Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal and other taxes, as well as retirement plans.

Jamie Hopkins October 29, 2021
Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

Jamie Hopkins September 21, 2021

Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

Jamie Hopkins August 25, 2021
What to Consider if You Receive the Monthly Child Tax Credit Payments

What to Consider if You Receive the Monthly Child Tax Credit Payments

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

Jamie Hopkins July 16, 2021
Your High-Income Years are Key to Retirement Planning. So Get Stubborn

Your High-Income Years are Key to Retirement Planning. So Get Stubborn

There’s a funny quote from Cal Ripken Jr., the Iron Man of baseball: “A...

Jamie Hopkins July 6, 2021
Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

Jamie Hopkins March 15, 2021
17 Things You Need to Know About the New Stimulus Package

17 Things You Need to Know About the New Stimulus Package

By Jamie Hopkins, Director of Retirement Research at Carson Congress passed the new $900...

Jamie Hopkins December 23, 2020
In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

By Jamie Hopkins, Director of Retirement Research Get ready for a new normal. With...

Jamie Hopkins December 18, 2019
Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

By Jamie Hopkins, Director of Retirement Research As you move toward retirement, you can’t...

Jamie Hopkins November 25, 2019
The Progression of Financial Planning Through Every Decade of Your Life

The Progression of Financial Planning Through Every Decade of Your Life

By Jamie Hopkins

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

Each decade is riddled with its own risks and problems so it’s important to know what to expect. Which decade can you afford to take more risk? Which decade should you really start to plan for retirement? Which decade should you focus on managing debt?

Jamie Hopkins June 24, 2019
5 Reasons to Think About Long-Term Care Planning Today

5 Reasons to Think About Long-Term Care Planning Today

By Jamie Hopkins, Director of Retirement Research at Carson Group

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy.

Jamie Hopkins May 28, 2019
How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research The...

Jamie Hopkins May 8, 2019
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Are You Secure in Your RMDs?

Whether you’re inheriting or leaving a retirement account, the SECURE Act impacts you.
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