Rosevest Financial

Your health is arguably your most important asset in retirement. Download our free guide to help you manage your health care costs: https://pages.rosevestfinancial.com/d4FQAS_resource?guidekey=health-care-costs-in-retirement&_gl=1*111wsf*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyNjA2MTgxMy4xOC4xLjE3MjYwNjI1MTcuNTcuMC4w

Whether you’re enrolling for the first time or renewing your coverage, getting the right Medicare plan can be tricky. We’ve got tips: https://www.rosevestfinancial.com/insights/blog/5-tips-for-getting-the-right-medicare-coverage-this-open-enrollment-season/

September is historically a weak month, but October is the worst month of the year in election years. Will this year follow suit? https://www.rosevestfinancial.com/insights/blog/market-commentary-slow-start-to-historically-worst-month-of-the-year/

Medicare Enrollment is right around the corner. Make sure you get the coverage you need by following these helpful tips. https://www.rosevestfinancial.com/insights/blog/5-tips-for-getting-the-right-medicare-coverage-this-open-enrollment-season/

Stocks had their worst week of the year last week, which means seasonal volatility could be upon us. What do investors need to know? Read the Weekly Market Commentary to find out. https://www.rosevestfinancial.com/insights/blog/market-commentary-slow-start-to-historically-worst-month-of-the-year/

You may be mentally prepared for retirement, but would you be OK financially if you were to retire today? Find out if you’re ready for retirement by answering these six questions: https://www.rosevestfinancial.com/retirement-planning-quiz/

Is Social Security taxable? The short answer is yes, but yours doesn’t necessarily need to be. Learn more about tax planning strategies for your Social Security retirement benefits. https://www.rosevestfinancial.com/insights/blog/yes-social-security-income-is-taxable-but-yours-doesnt-have-to-be/

We’ve long said that the next stage to this bull market will be a broadening out of the rally, and not just the high-flying tech and communication services names doing well. Well, that is happening right before our eyes. Learn more in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-sp-500-posts-a-positive-august-as-the-election-enters-the-home-stretch/

Market Commentary: S&P 500 Posts a Positive August as the Election Enters the Home Stretch — Carson Wealth Read more aboutMarket Commentary: S&P 500 Posts a Positive August as the Election Enters the Home Stretch from Carson Wealth. With Carson Wealth, money doesn't have to be complicated.

It’s worth noting that September is indeed the worst month of the year for the S&P 500 since 1950, over the past 20 years, and over the past 10 years. What might this mean for 2024? Find out in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-sp-500-posts-a-positive-august-as-the-election-enters-the-home-stretch/

Not sure how required minimum distributions (also known as RMDs) work with inherited retirement accounts? Use our helpful calculator to get a better understanding. https://www.rosevestfinancial.com/secure-rmd-calculator/

Historically, September and October tend to be weak for the stock market. What should investors know as we head into fall? Find out in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-sp-500-approaches-all-time-high-as-fed-pivots-at-jackson-hole/

If you’ve been married, you could be eligible to claim Social Security spousal or survivor benefits during your retirement. Find out what you need to know. https://www.rosevestfinancial.com/insights/blog/understanding-social-security-spousal-and-survivor-benefits-for-retirement/

The Fed has pivoted its focus away from inflation and toward a slowing labor market. What does this mean for investors (and could we still see rate cuts this year)? Learn more in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-sp-500-approaches-all-time-high-as-fed-pivots-at-jackson-hole/

There are a lot of rules surrounding Social Security spousal and survivor benefits. Read our latest blog to understand when you should (and shouldn’t) claim. https://www.rosevestfinancial.com/insights/blog/understanding-social-security-spousal-and-survivor-benefits-for-retirement/

Transporting back to three weeks ago, even the most optimistic of bulls wouldn’t have predicted we’d now be less than 1% away from another S&P 500 all-time high. But here we are. What sparked the rally? Find out in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-sp-500-approaches-all-time-high-as-fed-pivots-at-jackson-hole/

When’s the best time to take Social Security benefits? Find out in our webinar “How to Effectively Manage Your Social Security Retirement Benefits” with Sr. Wealth Planner Tom Fridrich and Wealth Planner Jake Anderson, now available on-demand. https://pages.rosevestfinancial.com/d4FQAS_webinar?key=how-to-effectively-manage-your-social-security&_gl=1*11dc62w*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyNDA5MTE2NS41MS4xLjE3MjQwOTUyOTMuNjAuMC4w

Want to maximize your Social Security benefit in retirement while minimizing your tax burden? Download this guide today: https://pages.rosevestfinancial.com/d4FQAS_resource?guidekey=social-security&_gl=1*vpmtqm*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyNDA5MTE2NS41MS4xLjE3MjQwOTUyMTIuNDIuMC4w

Stocks not only finished green every day last week, but they are also up seven days in a row for the second time this year. Are we out of the woods yet? Find out in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-sp-500-has-best-week-of-the-year-as-recession-fears-fade/

Have you covered all the bases when it comes to your retirement? Learn the five most common retirement planning mistakes and how you can avoid the pitfalls. https://www.rosevestfinancial.com/insights/blog/5-common-retirement-planning-mistakes/

Getting ready for retirement? Read our latest guide to learn how you can maximize your Social Security benefits while minimizing your tax burden. https://pages.rosevestfinancial.com/d4FQAS_resource?guidekey=social-security&_gl=1*vpmtqm*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyNDA5MTE2NS41MS4xLjE3MjQwOTUyMTIuNDIuMC4w

The U.S. economy is just fine. It might be slowing some, but slowing doesn’t mean a recession. Find out why in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-sp-500-has-best-week-of-the-year-as-recession-fears-fade/

Could you be missing something from your retirement plan? Let’s look at common mistakes people make while retirement planning and find out what you can do to avoid them. https://www.rosevestfinancial.com/insights/blog/5-common-retirement-planning-mistakes/

The S&P 500 bounced back last week, having its best week of the year. The bull market remains, but could we see more volatility this year? Learn more in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-sp-500-has-best-week-of-the-year-as-recession-fears-fade/

Getting ready for retirement? Read our latest guide to learn how you can maximize your Social Security benefits while minimizing your tax burden. https://pages.rosevestfinancial.com/d4FQAS_resource?guidekey=social-security&_gl=1*4glf6z*_gcl_au*MjE0NjA4MjM5LjE3MjIwMDQxNTk.*_ga*MjAxMjU5MzE3Ni4xNzIyMDA0MTU5*_ga_C4PE7EFR6L*MTcyMzQ4NTU2NC4zOC4xLjE3MjM0ODU2NzcuNjAuMC4w

Unsure about what caused last week’s market volatility? Get answers from Carson’s Investment Research Team. https://www.rosevestfinancial.com/insights/blog/10-talking-points-about-the-recent-volatility/

Need a little perspective after last week’s market volatility? We’ve got what you’re seeking in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-up-and-down-week-leaves-the-sp-500-near-flat/

Last week’s market volatility had many investors wondering whether this is the sign of more bad things to come. The Carson Investment Research Team has addressed 10 of the biggest talking points to help you better understand the situation. https://www.rosevestfinancial.com/insights/blog/10-talking-points-about-the-recent-volatility/

More than any other month, August tends to see out-of-the-blue market events like we had last week. So maybe all the ups and downs weren’t so odd? Read more about it in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-up-and-down-week-leaves-the-sp-500-near-flat/

Last week was anything but calm for stocks. Monday was the worst day since September 2022, while Thursday was the best day since November 2022. What was behind all the ups and downs? Find out in the Weekly Market Commentary. https://www.rosevestfinancial.com/insights/blog/market-commentary-up-and-down-week-leaves-the-sp-500-near-flat/

Should you claim Social Security benefits as soon as you’re eligible? Wait as long as possible? Or somewhere in between? Our guide can help you decide. https://www.rosevestfinancial.com/insights/blog/when-should-i-start-claiming-social-security/