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How to Avoid the Top 3 Financial Fears in Retirement

You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more


Three Reasons to Consider Active Management

Published by Brett Carson

Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a cheap index fund with the aim of just keeping pace with it. Read more


The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Let’s say you choose to not have a financial plan. How does this decision impact the confidence you want/need for your future? Read more


My Best Piece of Financial Advice for Women

Published by Brook Thompson

There is a lot of bad advice out there for women, financial and otherwise. My heart breaks for the women in my office in their late 50’s that are facing a divorce and have no idea where their assets are or even what they have. Or, for the 25 year old with $100,000 in student loans that hates her career path – but chose it because she wanted to make someone else happy. All of the women in between these situations did what they needed to do at their own financial peril. Fear and regret run rampant. Read more


What is goals-based planning?

“A goal without a plan is just a wish.”

Is there something you’ve always wanted to do but still haven’t done it? Maybe time constraints are holding you back or you are unsure if your financial resources will accommodate your plans. Or maybe, like a lot of people we meet, you haven’t taken the time to really think about what you want. Read more


Teaching Your Kids About History

Published by Paul West

Do you remember when your parents forced you to do something you didn’t want to do? Go to a museum; take a long Sunday drive to see where they grew up; etc. It seemed painful then; however, if you could have the chance, wouldn’t you not blink an eye if asked today to do it all over again? Read more



2017 Family, Fun & Fireworks Event

Published by Lauren Goranson

Carson Wealth’s annual FAMILY, FUN & FIREWORKS event will be here before we know it and we hope you can join us for a fun evening! The event is set for Friday, June 23 at the home of Ron and Jeanie Carson and kicks off at 7p.m. Read more


The Importance of Portfolio Diversification

Published by Don Hagan, CFA

The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio.

The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours scouring financial reports, talking to management, interviewing competitors and digging deep into a company’s prospects, there is always the possibility of an unpleasant surprise. Read more


The Roadmap to Student Debt: Saving or Paying your Path to a Successful Future

Published by Nick Nalbach, Relationship Manager

Once upon a time, I walked into an educational institution wearing cargo shorts and carrying a pen, one hundred dollars and a whole lot of excitement. Four years later, I walked across a stage carrying a diploma, intelligence, confidence and a whole lot of debt. Many people lie in bed each night with a sunken stomach worried about their student debt. I hope this short read helps to simplify the complexities of others’ personal situations, whether deep in debt or with very little left to go. Read more


How Do I Teach My Teen to Save Money?

Published by Teresa Milner

Calling all parents of teenagers – Let’s be proactive and teach our teens to NOT follow the majority of Americans when it comes to saving! We can teach our teenagers to be managers of their money and learn effective money skills. Over 10.4 million people are millionaires in the U.S.* – do you want to help your teen be one of these? Help your teen to dream big – identify their next step, and always have their next goal in sight.  Read more