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Why You Need a Will (and You Need One Today)

by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.

The foundation of your estate plan is a Last Will and Testament. Read more

long term care planning

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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. Read more

retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

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Retirement Planning: What Are You Waiting For?

By Jake Bleicher, Equity Analyst, CFA®

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more

retirement security

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Future Funding of Social Security Is A Pivotal Piece To Retirement Security

By Jamie Hopkins

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits. Read more

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Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). Read more

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Tax Cuts and Jobs Act Changed Things More Than You Realize

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more

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See the Big Picture: How a Comprehensive Plan Gives You Insight

By Jeff Pesta

I can’t tell you how many times this has happened to me. A couple comes in, sits down heavily in a chair, and says something like, “We’ve worked for 25 years. We got married, purchased a home, and put our kids through college. Now we’re in our fifties and we know very little about how money works. We have some savings, but 65 is coming so fast – we’re overwhelmed!” Read more

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Personal Financial Planning Seems So Complicated – Where Do I Start?

By Jeff Pesta

My first lesson in budgeting came with a paper route when I was twelve. I knew my upfront costs of paper and other supplies, as well as taxes, so I subtracted that. Then I worked out a regular contribution to my car fund for the moment I turned sixteen. Read more

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Abundance Mentality: How Giving Gives Back to You

By Jeff Pesta

People ask me sometimes: has giving to charity made you wealthy? The answer isn’t as straightforward as you’d think. I’ve definitely experienced spiritual wealth – the peace and joy of giving. But I’d also argue that physical wealth has come my way as well, in sometimes surprising and unexpected forms. Let me explain what I mean. Read more

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Tricks of the Trade: How to Keep Your New Year’s Commitments

by Jeff Pesta

New Year’s again. How can I stay committed to this year’s exercise adventure?

Being committed means you stay dedicated to a cause. Seems to me it’s probably easier to stay committed to exercise as a cause or idea rather than do the work itself! But the new year is the time for many of us to take these things out of the abstract and get cracking on some real commitments. Read more