Q1: A Strong Start

The strong start to 2024 set the stage for an exciting year. As mentioned in our recent Market Commentary, strong starts to the year are usually bullish for stocks. The markets hitting an all-time high certainly caught many people’s attention!

Carson Wealth Expands Omaha Presence With $163M Team From Elk River Wealth Management

Carson Wealth announces the addition of its 13th wholly-owned office with a new location in Elkhorn, Neb., just outside of the firm’s headquarters in Omaha. The three-person team, managing more than $163M in assets*, will be led by Managing Directors and Wealth Advisors, David Carroll and J …

5 Common Retirement Fears and How to Overcome Them

By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions If we’re to believe everything we see in magazine and TV ads, retirement is a time of leisurely bike rides with your spouse, lunching with friends and exploring hobbies like painting or ceramics, all done i …

Do I Need a Financial Advisor? How to Know What You Need Now

By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group     Do I need a financial advisor? Given what I do for a living, I get this question a lot. I may be biased, but I think almost everyone would benefit from some kind of advice for their money. …

Do You Have a Cognitive Decline Plan?

By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group     My paternal grandmother was the type of woman who was always bustling with activity, whether it was hosting post-church lunches every Sunday or helping a neighbor in need. So, it was a bit …

Carson Wealth Expands East: $180M Firm Paves the Way for Growth in New Hampshire and Vermont

Carson Wealth is expanding into the East with the addition of two new offices in Hanover, New Hampshire, and Chester, Vermont. The move comes as part of a strategic partnership with Fisher Financial Advisors, which will now be rebranded to Carson Wealth. These will be the first Carson Wealt …

How to Stick to New Year’s Resolutions

Picture this: My husband and I are squeezing in workouts by power walking at the gym where our daughter’s swim team practices. Normally, the brisk walks get our heart rates up and, after several laps around the indoor track, we’ve broken a sweat. In January, though, we find ourselves dodgin …

From Breadwinner to Retiree: How to Manage the Transition

By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group   While some people leap into retirement with joy, delighting in the freedom to pursue their passions or spend time with the people they love, others struggle to get their footing. They’ …

‘Tis The Season (For Open Enrollment): How to Pick the Right Options for Your Family

Life is busy, and sometimes we don’t the time (or the headspace) to make the savviest money moves. But if there ever is a time to roll up your sleeves and learn more, it’s during open enrollment —that period of time at the end of the year when you can sign up for new benefits …

Carson Wealth Welcomes Two New Locations in Milton, Georgia, and Billings, Montana

Carson Wealth is proud to announce the addition of two new locations in Milton, Georgia, and Billings, Montana, further expanding its commitment to delivering personalized financial solutions to clients across the U.S. With $150 million in assets, Main Street Financial Group, located in Mil …

Kansas-based Integrated Wealth is the Latest Addition to Carson Wealth’s Growing Footprint

Carson Wealth announced the partnership of Overland Park-based, wealth management firm, Integrated Wealth. The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, …

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