Blog
Blog
4 Moves You Can Make with Your Old 401(k)
Whether you’ve taken the next step in your career, left behind a company that wasn’t a good fit for you or the company decided it was time to part ways, you should be prepared to manage your 401(k). Changing careers is an emotional move – there’s excitement for the new opportunity
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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality
I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.
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Blog
Retiring Abroad (More Practical Than You Think)
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.
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Politics and the Markets: How to Invest in Politically Challenging Times
When presenting to individual investors, what I worry about the most is offending an audience member’s political views, especially when there’s a Q&A to follow. As our political discussions grow more contentious, it’s more challenging to avoid stepping on toes.
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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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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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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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Blog
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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Blog
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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Blog
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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