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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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wealth management, financial planning, Carson Wealth Omaha

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7 Smart Money Moves You Can Make Today

Life is treating you well. Success shows in your promotions at work. The kids graduated from college, and they are out on their own. The nest is empty and you realize it’s high time you focused on your financial health – finally!

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planning through the decades

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The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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buying a car

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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wealth from wisdom

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Sequence of Returns Risk and How it Could Impact Your Nest Egg

If you retired anytime in the last 10 years, your timing was impeccable and you didn’t even know it. The wind was in your sales for your sequence of returns, and the Dow more than quadrupled since 2009 here. That’s four times, Erin, if you wanted to know what quadrupled means.

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estate planning, financial planning,

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Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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wealth from wisdom

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The ABCs of RMDs (Required Minimum Distributions)

Wealth from Wisdom is a weekly radio show from Carson Wealth. Paul West: Hey everyone. Welcome to Wealth from Wisdom. I’m going to talk about required minimum distributions – RMDs – with my co-host today, Scott Kubie. Scott, I’m Paul West. Just want to make sure you knew who I was.

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midwest flooding

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Carson Provides Support to Flood Victims

In late March, several states in the Midwest including Nebraska and Iowa endured record flooding. Nebraska alone has endured over an estimated $1 billion in damages, with more than 2,000 homes and 340 businesses destroyed. With several of our Omaha stakeholders directly affected by the flood waters, our Carson family banded together to show support.

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wealth from wisdom

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5 Strategies to Help You Get More from Social Security

Wealth from Wisdom is a weekly radio show from Carson Wealth. Paul West: When it comes to retirement income planning, risk is enemy number one. And the most effective way for you to defend against risk against yourself is through what we like to call here on Wealth from Wisdom diversification.

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long term care planning

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5 Reasons to Think About Long-Term Care Planning Today

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.

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