Carr Financial Group

Universal Basic Income, AI, and Tax Policy Tax Notes contributing editor Carrie Brandon Elliot discusses the rising interest in universal basic income, especially as artificial intelligence disrupts the job market, and the role of tax policy in paying for it.

Why Edelman’s Top Strategist Is Optimistic on Stocks Despite a ‘Tricky’ Macro Environment Katie Klingensmith, Edelman Financial Engines’ chief investment strategist, says that U.S. stocks’ earnings momentum can continue and explains why her firm isn’t backing off exposure to foreign stocks.

Why Global Entrepreneurs Are Treating Second Citizenship as a Business Asset A secondary citizenship can provide an enhancement of freedom of movement, geopolitical risk or regulations, along with access to banks, thus allowing entrepreneurs to better plan for an uncertain world economy.

Baby Boomers Are Carrying Debt Into Retirement—Here’s How Much Almost 7 in 10 baby boomers carried debt in 2022, with younger boomers more likely to owe. Mortgages are where this generation owes the most, with a median debt of $116,000 on their primary residence.

Phantom Income: What It Is and How It's Taxed Phantom income is money never received by a partnership or individual but is still taxable.

He Went From $300,000 in Debt to Running a $1 Million Business. Now This Founder Is Taking His Model to America. Brandon Willington is taking the lead generation system behind “Where U?” into the United States, following a breakout year that saw him named Marketing Entrepreneur of the Year.

The Midlife Pivot—When Success Stops Feeling Like You’re Winning A midlife career pivot often begins when traditional markers of success no longer feel meaningful. Here's how to redefine success and package your skills.

Americans Think They Understand Money. The Data Says Otherwise: ‘It’s Disturbing’ A new data point shows that financial literacy is not just low, but deteriorating.

Video: Markets Are Ignoring Rising War Risks From the ticking clock on oil supply disruptions to the fragile AI boom, Rebecca Patterson explains why today’s rally could face sudden reality checks if global tensions escalate or growth assumptions falter.

The Five Documents You Need to Have in Your Estate Plan These will let you have a say in your medical care, as well as what happens with your assets after you die