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The Evolution of Financial Advisors

Published by Paul West

When you think of a financial advisor, what’s the first thing that comes to mind? Unfortunately, for many of you it’s one word- salesman. While some of those type of “sales-y” advisor types do still exist, they are commission based representatives that only have to make sure a transaction is suitable, but are not beholden to the fiduciary standard (always acting in your best interest). Read more

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Why I Chose To Be A Financial Advisor

Published by Teresa Milner

We all experience many journeys in life. Often times we are left wondering why certain things happen to us. Why do we suffer? Why we do experience joy? Why am I alone? Why, why, why . . . Read more

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A Blog from a Dog: Nelly Carson Welcomes a Four-legged Intern

Published by Nelly Carson

At Carson Wealth and Carson Group, we are GROWING. Not in the slow, leisurely way you meander down the sidewalk when taking your human for a walk, but in the fast, chasing after a mailman who has dared to step foot on your lawn kind of way. While it’s exciting to welcome so many new clients to our firm and new advisors to our coaching ranks, early in 2018 we determined that in order to serve these awesome individuals it was also vital to hire new stakeholders. Read more

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How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more

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Private Aviation 101

Published by Paul West

Ladies and gentlemen, this is your captain speaking…

These eight words have immense power. Occasionally, they are the precursor to an early arrival, but more often than not, they are the harbinger of turbulence, delayed flights and unexpected sprints through airline terminals. Read more

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Using the 3 Bucket Method to Save for Retirement

Published by Teresa Milner | LinkedIn

We all know it’s important to save for retirement. But, with so many different account options and rules, what is the best one for you? In my attempt to make the complicated simple, I choose to educate my clients on a plan I refer to as the “3 Bucket Method”. Each bucket has a purpose both in the present and in the future. Read more

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What Does Your Retirement Look Like?

Published by Jake Bleicher

When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more

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Seven Sins of Divorce

Published by Mark Petersen

Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more

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Nelly Carson Brings You The Hard Truth About Resolutions

If you’ve read my bio (which I’m sure you have), you know that being the Chief Comfort Officer means my job is to boost the spirits of the Carson Group team with my joyful nature and all-around tail-wagging positivity. But, in my 35 years on this planet (5 human years), I’ve realized something very important about those of you who walk upright.  My revelation is this: Sometimes, the best way to support a friend is by hitting them with the cold, hard truth. Read more

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6 Steps to Create a Healthy Relationship with your Money

Published by Teresa Milner, Wealth Advisor

Some of us have an unhealthy relationship with our money. When you hear the word “sale,” do you go and buy things just because you think it’s a good deal? How many clothes have you bought just because they were 50% off, but then never even taken the tags off? How many pairs of uncomfortable shoes do you own, just because they were cheaper than normal? All of these are proof you have an unhealthy relationship with your money.

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