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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Carson Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Carson Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

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The path to pursuing true wealth starts with meeting your Carson Wealth advisor. Please get the conversation started by providing your information, and we’ll reach out as soon as possible!

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn more

Risk Management

Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more

Tax Planning

Our professional tax team of CPAs reviews your recent tax returns to identify potential savings. Learn more

Financial Planning

Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more

Estate Planning

Our estate planning team is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Learn more

Personalized Investment Management

Carson Wealth’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We offer a comprehensive suite of investment management and financial planning solutions, serving affluent families, business owners, executives and institutions.

Contact one of our financial advisors to request a complimentary consultation.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Omaha, Nebraska, Carson Wealth has office locations and advisors across the country. Contact us today to speak with a financial advisor or financial professional nearest you.

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Insights

Carson Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Retiring Abroad, Financial Planning, Omaha, Nebraska, Carson Wealth
Blog
Retiring Abroad (More Practical Than You Think)

By Jeff Harris

What do you think about when someone mentions the Cayman Islands? Do you think of the pristine white sandy beaches? The clear blue water? Fresh seafood? Snorkeling? While these may be on the top of most people’s mind, some may even consider it a great place to retire.

After just spending vacation in the Cayman Islands – relaxing on the beach with a rum drink in my hand, gazing across the clear blue water – I couldn’t help but began to imagine where I’ll be when I retire. This may be a few decades down the road, but it never hurts to start planning for the future.

As I thought of all the places to retire, I wondered if doing so in a foreign country would ever be possible. I’ve always imagined myself retiring here at home but was surprised to find out that retiring abroad is not only possible but sometimes very practical.

Top Ten Places

Investopedia proposes the top 10 places to retire abroad are:

  • Panama
  • Costa Rica
  • Mexico
  • Ecuador
  • Malaysia
  • Colombia
  • Portugal
  • Peru
  • Nicaragua
  • Thailand

Some of the countries listed above may come as a shock to you, however, the list was created by International Living using a scoring system based on the following criteria:

  • ease of buying and owning property and the value of property investments
  • cost of renting
  • benefits and discounts on things such as health care and entertainment
  • visa and residency requirements
  • cost of living
  • fitting in and how easy it is to make friends
  • entertainment and amenities
  • healthy living
  • development and infrastructure
  • climate
  • stability of the country’s political situation

After scoring each country, they are ranked according to the highest cumulative average. Based on the list, we can see a majority falls in Central American and South American locations.

Your Dollar Stretches Further

The opportunity to retire abroad provides the chance to see more of the world as well as offer a lower cost of living to stretch your dollars. Maybe not a huge surprise, but Grand Cayman didn’t make the list, most likely due to their currency being more expensive than the US dollar. But looking at the list makes me want to explore other countries like Costa Rica, Ecuador and Mexico as some of their beaches are globally ranked.

Rent, etc.

Your cost of living can go down substantially. Places like Ecuador average a 70 percent lower rent rate, and day-to-day consumer costs can go down as well, like 24 percent in Costa Rica. Amenities and entertainment may not be exactly the same as here at home but can be comparable if you look in the right place.

Healthcare

Healthcare in the United States continues to increase and may be more affordable abroad. If you are expecting high medical bills during your retirement, you should consider moving to a country like Mexico or France which are known for their affordable healthcare.

The Tax Question

Taxes are a major concern in retirement. During your retirement, you will still have to file a tax return in the US as well as a tax return in the country where you reside. Talk with your advisor or other tax expert to see if you qualify for the Foreign Earned Income Tax Exclusion and the Foreign Tax Credit.

Planning for tax implications isn’t something you want to be surprised by on your retirement journey.

Technical Essentials

Lastly, it’s essential to have online access to all your assets. These include bank accounts, investments, and other financial institutions that hold your accounts. Having online access will allow you to stay connected and be able to manage your accounts while you are enjoying your new life in paradise.

What Works Best for You?

While some dream of retiring on a beach or a lake or a farm – even a cruise ship, one thing to keep in mind is everyone’s retirement plans are different. There are several critical factors you have to consider. Here are four helpful questions to start with:

  • What is the average cost of living abroad?
  • What is the average cost of medical care abroad?
  • Will I still have to pay income tax in the United States if I move abroad?
  • How do I manage my money from abroad?

Retiring abroad is no small undertaking, but the adventure, memories and lower cost-of-living can make being an expat retiree worth it. While you’re considering these questions, download our free guide Back 2 Basics on improving financial well-being and helping you plan for the future. That sandy white beach in retirement may be closer than you think.

Download our Free Guide

weekly market commentary
Market Commentary
Weekly Market Commentary – July 22, 2019

The S&P 500’s steady climb took a pause last week as quarterly earnings reports and Fed comments drew the greatest attention from investors. The S&P 500 dropped 1.2%. The MSCI ACWI slid 0.6% as international stocks regained some ground after last week’s underperformance of U.S. markets. The Bloomberg BarCap Aggregate Bond Index climbed 0.4%. Read more

QMO video
Video
Quarterly Market Outlook: Q3 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor. Read more

carson wealth offices
News
Ruggie Wealth Management Becomes Second Barron’s ...

TAVARES, Fla.July 9, 2019 /PRNewswire/ — Tom Ruggie, ChFC®, CFP®, a Barron’s top 1200 advisor and President/CEO of $566M RIA Ruggie Wealth Management with three Central Florida offices, today announced his team’s decision to affiliate as a Carson Wealth office. Read more

Financial Advising, financial freedom
Monthly Newsletter
Celebrating True Financial Freedom

Fourth of July! We stand in the haze of firework smoke and barbecue grills enjoying our family, sweating in the heat. On this most nostalgic of holidays, we celebrate the independent spirit of what it means to be an American. More than a one-time political event in distant history, this is the freedom to stand on our own two feet and pursue our unique destiny. Read more

Blog post
Weekly Market Commentary
  • Weekly Market Commentary – July 15, 2019

    The S&P 500 continued its steady climb and ended the week at a new record high. Investors remain confident the Federal Reserve will lower rates at its meeting in late July. The S&P 500 climbed 0.8% for the week. The MSCI ACWI gained 0.2%. Read more