Blog

Filter Blog by:

Blog

How To Know What Your Goals Are

Published by Nick Nalbach

Have you ever asked a child what they want to have when they grow up? Believe me, you’ll typically get some entertaining answers. And better yet, keep asking “Anything else?” There’s always more. A few examples of responses you might get look like: Read more

Blog

Pamela Peña Earns CERTIFIED FINANCIAL PLANNER™ Certification

Published by Jill Hamilton, Marketing & Events Coordinator

Pamela Peña’s journey to becoming a CERTIFIED FINANCIAL PLANNER TM (CFP ®), was one full of hard work and adversity. One that gave her an exceptional ability to empathize with her clients’ unique situations, fully understand their individual needs and help them prepare for the unknown.  After losing her father at a young age, she experienced firsthand the ripple effect that this kind of tragic and unexpected loss has on a household. Following his death, her family lost their business and she and her sister had to move in with their grandparents.

Read more

Blog

When Can You Retire?

Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more

Blog

How to Choose an Investment Strategy

Published by Pamela Peña Serrano, CFP®, CERTIFIED FINANCIAL PLANNER™

There are many factors which affect choosing an investment strategy. The first set of factors begins with you, our client. Our disciplined discovery process is key to understanding the right investment strategy for your specific situation. Once we have the answers from our clients, we begin to think about the second category of factors which involve the overall health of the economy.

Here are common questions we ask as we walk through the investment planning process:

Read more

Millennial vs. Boomer Blog Feature Image

Blog

Millennial vs. Boomer: Deciding the Big One

Published by Mark Petersen & Alexis Rauschkolb

No! Even though Alexis Rauschkolb works in Carson Wealth’s San Francisco Bay Area office, we are not debating the next big earthquake in California. Carson Wealth Management spends a lot of time thinking about “Next Generation” service. For many people that translates to Millennials and much is made of the differences between Baby Boomers, Generation X’ers and the Millennial generation. Read more

financial security for seniors

Blog

Financial Security for Seniors

Published by Mark Lookabill

When most people hear “financial security for seniors,” their minds immediately begin to think, “Do I have enough money for retirement?” We address this paramount topic as part of a client’s comprehensive wealth plan. All a person needs to do is a simple Google search and you will find all sorts of information on the topic. Whether it be retirement planning, Social Security or Medicare Supplement insurance, the topic of financial security extends into many areas for senior citizens.

Read more

Blog

Charles in Charge: Tips From The Top

Published by Paul West

Perception and reality. If you believe everything you read, you’re naïve. I recently had the incredible experience of a private lunch with Charles Koch. If I believed everything I had read online prior to the meeting, I would have been a fool. While I, like many of you, may not agree with everything he does, I will tell you he was incredibly engaging, thought provoking and downright welcoming.

Read more

Blog

Why Diversified Investments Are Crucial

Published by Tyler Schlumpf

There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments. Read more

Blog

The Benefits of a Company Concierge

Published by Katie Sautter

Every day is a new adventure in the life of Carson Wealth Management Group’s Company Concierge! I manage all incoming errand requests for our stakeholders – they just have to fill out a form online. Coffee runs to Starbucks, lunch runs to local eateries, department store pickups and dry cleaning drop-offs are just some of the weekly personal tasks I assist with.

Read more

Blog

5 Stupid Things People Do With Their Money

Published by Pamela Pena Serrano,CFP®

Imagine you had the opportunity to stand in front of yourself fifteen years ago. Are there any financial mistakes you would warn yourself about or maybe an opportunity you’d like to share? Most of us think big on this question. We all wish we would have invested in one of the big tech companies during the initial public offering or maybe make a 35-1 odds bet on that underdog team who won the Super bowl. These grandiose moments sounds great in a time machine setting but in real life and my practice, I have realized most people’s financial mistakes are way more subtle.

Read more