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Getting Ready for Retirement? Take These Essential Steps for a Smooth Transition

Retirement is an exciting milestone—a time to leave behind the hustle and bustle of work and embrace a new chapter filled with more freedom and opportunities to enjoy life. But before you clock out for the last time, it’s essential to make sure you’re fully prepared for this significant lif …

Facts Vs Feelings Take 5 – Will There Be an October Surprise?

October is typically the most volatile month of the year. Will this year be the same? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights for investors. Highlights include:   The stock markets are up to record highs, driven …

What Medicare Doesn’t Cover (and What You Can Do About It)

Navigating Medicare can sometimes feel like a maze. Understanding what’s covered—and what isn’t — can be tricky. While Medicare does offer a lot of valuable services, it doesn’t cover everything. Let’s discuss some of the most common things Medicare won’t cover and share solutions to help y …

Midyear Outlook Webinar

We cover everything you need to watch for in the second half of the year, including: what to keep an eye on in the markets, what moves to expect from the Fed, what to expect from Washington and more! The views stated are not necessarily the opinion of Cetera and should not be construed dire …

Mastering Financial Planning and Exit Strategies with Chad Olivier

Join us on Average Joe Finances as our guest Chad Olivier shares his extensive experience and knowledge in financial planning since 1996. Chad discusses his journey from selling tax-free bonds to founding the Olivier Group in 2002, where he now specializes in individual investments and cert …

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