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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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Tax Cuts and Jobs Act

Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate bills and released their final version of the Tax Cuts and Jobs Act last Friday (12/14) afternoon.[1] The final legislation provides significant permanent tax cuts for businesses, including reducing the corporate tax rate from 35% to 21%. Most individual taxpayers will also receive tax benefits, including lower marginal tax rates, and a reduction in the top tax rate for the wealthiest Americans from 39.6% down to 37%. However, all of the individual tax breaks will expire at the end of 2025 to comply with Senate rules. Read more

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The Ingredients for an 11 for 11 Market

Published by Scott Kubie, Senior Investment Strategist | LinkedIn

The S&P 500 is coming up on one of its longest streaks ever. November was the 11th straight month this year that the S&P 500, including dividends, has increased. We don’t know of any year where the index has increased in every month in a calendar year.

Markets that go up this strongly, go up for a reason. Eventually the streak will end. Below is a summary of “The Ingredients for an 11 for 11 Market” and a risk to each ingredient that bears watching. Read more

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The Benefits of Having a Family Index Number

Published by Mark Lookabill, Wealth Advisor | LinkedIn

We spend a fair amount of time talking with our clients about the creation and ongoing monitoring of their Family Index Number. For many, this is an endeavor that they may ultimately not ever utilize. However, I am passionate about stressing the importance of creating the Family Index Number for a multitude of reasons. Read more

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Dreamweaver Holiday Brunch & Auction

The holiday season; full of sparkle, wonder, and merriment, is in full swing and Carson Wealth is gearing up for our Holiday Brunch and Auction! This event is Friday, December 15 from 7-10a.m. at the Omaha Country Club. Guests will enjoy beautiful holiday music and a delicious breakfast buffet in addition to wonderful auction items to bid on. All proceeds from the auction will benefit The Dreamweaver Foundation, a non-profit organization that fulfills lifelong dreams for terminally ill seniors in need. Read more

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Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

Published by Scott Ford, Member of the Investment Committee for Carson Group Partners

Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted that by 2050 that number will rise to 1 million.[1] People are living longer than ever before, and this plays a significant role in how you plan for your retirement. Read more

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Nelly Carson Reviews Bring Your Dog to Work Day

Sometime around 15,000 years ago, a very inspired human saw a dog just like me and said to themselves, “This looks like an amazing best friend.” That person and hundreds of others started to domesticate us as canine companions. But, what they soon realized was that dogs also make amazing coworkers because of our loyalty, intelligence and, dare I say, lovability. Read more

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5 SMART Tips for Your Wealth and Wellness

Yes, it’s fall…already! Time is such a precious commodity, so make sure you are making the most of it you’re granted. I recently returned from a trip to Estes Park and Rocky Mountain National Park with my sisters- time well spent! We are making memories that will last a lifetime and continue to bond with each other in ways that can’t be duplicated without spending time together! Read more

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Should You Pay Down Your Debt or Invest Your Money?

Published by Pamela Peña

Whether we don’t mind having debt or it gives us anxiety, most of us carry some percentage of it in our balance sheets. One of the most common questions clients ask me, is whether they should pay down their debt or invest the extra money in the market. Most of us carry some percentage of debt in our balance sheets. Some of us don’t mind having debt. For others, it’s a cause for anxiety.
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