But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Retirement Extender®, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Retirement Extender® we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
Retirement Extender® provides investment management services with a personalized strategy recommendation based on your unique needs and objectives. Learn more
Tax Planning
Tax planning is the analysis of planned financial situations or transactions from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in a tax-efficient manner. Learn more
Charitable Support Planning
Is it important to you to invest so that you can donate to charities or other non-profit organizations? Learn more
Financial Planning
When you retain the services of the firm, our team meets with you to gather information about your financial background, circumstances to consider, resources available to fund your future desired lifestyle, and goals and objectives. Learn more
Educational Planning
Is it important for you to set aside money for your children’s or grandchildren’s education? Learn more
Estate Planning
We have professional relationships with estate planning attorneys and can provide recommendations, or we will be happy to work with your existing attorney to assist with your estate planning and provide a tax-efficient estate process. Learn more
Personalized Investment Management
The Retirement Extender® mission is to provide leadership for our clients’ financial lives and to help our clients reach financial independence and security in retirement.
We are a wealth management firm based in Albuquerque, New Mexico, serving affluent and moderately affluent families, business owners and executives. Our team provides the highest level of service for both local and national clients in financial planning and investment management.
We are different from other wealth management firms because we integrate income tax planning and tax preparation as a component of financial and investment planning. We feel that we can best guide you to a successful financial future by also preparing your tax return. Tax returns are reviewed and signed by a CPA.
Contact us today and let Retirement Extender® help you on your True Wealth journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Retirement Extender® is headquartered in Albuquerque, New Mexico. Contact us today to speak with a financial advisor or financial professional.
Insights
Retirement Extender®’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
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Market Commentary
Weekly Market Commentary – January 13, 2020The U.S. employment report missed expectations, but it reinforced our view that the U.S. labor market remains strong. As shown in the accompanying chart, 145,000 new jobs were created, missing expectations of 160,000. Wages have risen 2.9% over the last year, falling below 3% for the first time since late 2018.
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Monthly Newsletter
Why We Don’t Keep Our Financial ...So, did you hop on that new Peloton this morning or have you already broken the streak? Which diet are you planning on starting next week … or maybe the week after? Has your December credit card statement come in the mail and perhaps inspired you to make money-related goals in 2020? New Year’s resolutions are nothing new – neither is breaking them.
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Blog
How Your Employee Benefits Fit into Your ...Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it.
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News
10 Common Estate Planning Mistakes (and How to ...Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
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Video
Quarterly Market Outlook: Q4 2019Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
Read MoreWeekly Market Commentary
- Weekly Market Commentary – January 6, 2020
The new year and decade started off where the last one finished as major stock market indexes opened the year by reaching new highs. The good spirits, supported by continued progress toward a Phase One trade deal with China, boosted markets.Read more